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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $285 | +0.7% | 4,684 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $283 | -99.9% | 4,897 | -47.5% | 0.00% | -50.0% |
| Q3 2022 | $479,000 | -24.0% | 9,330 | -13.5% | 0.00% | -33.3% |
| Q2 2022 | $630,000 | -85.8% | 10,792 | -83.3% | 0.00% | -85.7% |
| Q1 2022 | $4,435,000 | +1.4% | 64,614 | +8.8% | 0.02% | +5.0% |
| Q4 2021 | $4,373,000 | +3.6% | 59,376 | +4.4% | 0.02% | -9.1% |
| Q3 2021 | $4,223,000 | +27.9% | 56,885 | +28.7% | 0.02% | +15.8% |
| Q2 2021 | $3,301,000 | +9903.0% | 44,206 | +9489.2% | 0.02% | – |
| Q1 2021 | $33,000 | +13.8% | 461 | +8.2% | 0.00% | – |
| Q4 2020 | $29,000 | -6.5% | 426 | -18.1% | 0.00% | – |
| Q3 2020 | $31,000 | -75.2% | 520 | -76.8% | 0.00% | -100.0% |
| Q2 2020 | $125,000 | -70.7% | 2,242 | -74.7% | 0.00% | -83.3% |
| Q1 2020 | $427,000 | -29.7% | 8,879 | +4.0% | 0.01% | -25.0% |
| Q4 2019 | $607,000 | +107.9% | 8,538 | +85.9% | 0.01% | +100.0% |
| Q3 2019 | $292,000 | – | 4,592 | – | 0.00% | – |
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% |