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 | $274,707 | -3.3% | 4,780 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $284,219 | -2.4% | 4,780 | 0.0% | 0.03% | -8.6% |
Q1 2023 | $291,294 | +5.1% | 4,780 | 0.0% | 0.04% | -5.4% |
Q4 2022 | $277,049 | +13.1% | 4,780 | +0.2% | 0.04% | +2.8% |
Q3 2022 | $245,000 | -28.8% | 4,770 | -19.1% | 0.04% | -28.0% |
Q2 2022 | $344,000 | -15.1% | 5,898 | 0.0% | 0.05% | -2.0% |
Q1 2022 | $405,000 | -13.8% | 5,898 | -7.6% | 0.05% | -17.7% |
Q4 2021 | $470,000 | -4.1% | 6,383 | -3.3% | 0.06% | -29.5% |
Q3 2021 | $490,000 | +10.6% | 6,598 | +11.2% | 0.09% | +10.0% |
Q2 2021 | $443,000 | +3.5% | 5,932 | 0.0% | 0.08% | -14.0% |
Q1 2021 | $428,000 | +5.9% | 5,932 | 0.0% | 0.09% | +31.0% |
Q4 2020 | $404,000 | – | 5,932 | – | 0.07% | – |
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% |