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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $817,000 | -1.7% | 11,088 | -0.9% | 0.33% | -9.0% |
| Q3 2021 | $831,000 | -0.6% | 11,190 | +0.0% | 0.37% | -0.8% |
| Q2 2021 | $836,000 | +5.0% | 11,189 | +1.6% | 0.37% | +8.2% |
| Q1 2021 | $796,000 | +7.4% | 11,018 | +1.3% | 0.34% | +2.1% |
| Q4 2020 | $741,000 | +13.7% | 10,874 | -0.1% | 0.33% | +13.2% |
| Q3 2020 | $652,000 | +30.9% | 10,886 | +21.6% | 0.30% | +19.0% |
| Q2 2020 | $498,000 | +19.1% | 8,955 | +2.8% | 0.25% | -1.6% |
| Q1 2020 | $418,000 | -25.1% | 8,710 | +7.5% | 0.25% | +11.0% |
| Q4 2019 | $558,000 | +4.7% | 8,105 | +3.5% | 0.23% | 0.0% |
| Q3 2019 | $533,000 | +2.1% | 7,830 | -1.9% | 0.23% | -3.4% |
| Q2 2019 | $522,000 | +0.6% | 7,984 | +4.4% | 0.24% | -4.1% |
| Q1 2019 | $519,000 | – | 7,651 | – | 0.24% | – |
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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% |