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 | $172 | -10.4% | 3 | -95.1% | 0.00% | -100.0% |
| Q1 2023 | $192 | -99.9% | 61 | +19.6% | 0.01% | +20.0% |
| Q3 2022 | $162,000 | -12.0% | 51 | -12.1% | 0.01% | -16.7% |
| Q2 2022 | $184,000 | -14.8% | 58 | -15.9% | 0.01% | 0.0% |
| Q1 2022 | $216,000 | -6.9% | 69 | -6.8% | 0.01% | +20.0% |
| Q4 2021 | $232,000 | +213.5% | 74 | +2366.7% | 0.01% | -85.7% |
| Q3 2021 | $74,000 | -1.3% | 3 | 0.0% | 0.04% | +29.6% |
| Q2 2021 | $75,000 | -66.1% | 3 | 0.0% | 0.03% | +440.0% |
| Q1 2021 | $221,000 | +22000.0% | 3 | -80.0% | 0.01% | +400.0% |
| Q4 2020 | $1,000 | -100.0% | 15 | -79.5% | 0.00% | -90.9% |
| Q1 2020 | $3,531,000 | +4873.2% | 73 | +711.1% | 0.01% | -77.6% |
| Q4 2019 | $71,000 | – | 9 | +350.0% | 0.05% | – |
| Q3 2019 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 3 | -99.2% | 0.00% | -100.0% |
| Q3 2018 | $24,000 | 0.0% | 378 | +8.9% | 0.02% | +8.7% |
| Q2 2018 | $24,000 | 0.0% | 347 | +8.8% | 0.02% | -8.0% |
| Q1 2018 | $24,000 | – | 319 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |