WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,289 | -3.7% | 57,240 | -0.4% | 0.45% | -0.2% |
| Q2 2023 | $3,417 | -4.3% | 57,484 | -1.9% | 0.45% | -8.8% |
| Q1 2023 | $3,571 | +1.7% | 58,605 | -3.3% | 0.49% | -5.4% |
| Q4 2022 | $3,512 | -99.9% | 60,595 | -22.6% | 0.52% | -21.5% |
| Q3 2022 | $4,028,000 | -2.5% | 78,306 | +10.6% | 0.66% | +2.5% |
| Q2 2022 | $4,133,000 | -27.3% | 70,798 | -14.5% | 0.64% | -20.3% |
| Q1 2022 | $5,685,000 | +0.3% | 82,829 | +7.6% | 0.81% | +2.3% |
| Q4 2021 | $5,669,000 | +12.2% | 76,976 | +13.1% | 0.79% | +4.8% |
| Q3 2021 | $5,051,000 | -2.0% | 68,037 | -1.4% | 0.75% | -2.2% |
| Q2 2021 | $5,153,000 | +2.2% | 69,002 | -1.1% | 0.77% | -4.3% |
| Q1 2021 | $5,042,000 | +1.5% | 69,803 | -4.3% | 0.81% | -7.9% |
| Q4 2020 | $4,966,000 | -52.6% | 72,915 | -58.3% | 0.88% | -60.2% |
| Q3 2020 | $10,476,000 | +15.2% | 174,888 | +7.0% | 2.20% | +9.6% |
| Q2 2020 | $9,090,000 | -32.8% | 163,411 | -42.0% | 2.01% | +17.7% |
| Q1 2020 | $13,536,000 | +36.1% | 281,710 | +101.4% | 1.70% | -20.3% |
| Q4 2019 | $9,949,000 | +37.0% | 139,894 | +22.4% | 2.14% | +27.4% |
| Q3 2019 | $7,261,000 | +4.2% | 114,318 | +6.6% | 1.68% | -3.4% |
| Q2 2019 | $6,970,000 | +9.4% | 107,202 | +10.7% | 1.74% | +6.1% |
| Q1 2019 | $6,370,000 | +19.4% | 96,801 | +9.5% | 1.64% | +9.0% |
| Q4 2018 | $5,333,000 | -12.3% | 88,406 | +3.5% | 1.50% | -5.7% |
| Q3 2018 | $6,078,000 | +2.2% | 85,432 | +3.3% | 1.59% | +4.3% |
| Q2 2018 | $5,949,000 | -1.5% | 82,678 | +4.6% | 1.53% | +5.8% |
| Q1 2018 | $6,042,000 | +5.5% | 79,054 | +6.0% | 1.44% | -10.4% |
| Q4 2017 | $5,729,000 | – | 74,597 | – | 1.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 227,049 | $13,048,496 | 4.57% |
| 3D/L Capital Management, LLC | 240,789 | $13,838,171 | 4.50% |
| O'Connor Financial Group LLC | 65,958 | $3,790,591 | 2.60% |
| FFG RETIREMENT ADVISORS LLC | 38,276 | $2,199,722 | 1.82% |
| Neumann Capital Management, LLC | 64,898 | $3,729,688 | 1.63% |
| KLR INVESTMENT ADVISORS, LLC | 27,713 | $1,688,826 | 1.54% |
| Kathleen S. Wright Associates Inc. | 47,675 | $2,739,058 | 1.53% |
| Great Point Wealth Advisors, LLC | 86,762 | $4,986,197 | 1.50% |
| WESCAP Management Group, Inc. | 69,288 | $3,981,988 | 1.42% |
| Sharper & Granite LLC | 38,855 | $2,232,997 | 1.30% |