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 | $345,968 | -10.4% | 6,020 | -7.3% | 0.10% | -5.9% |
| Q2 2023 | $386,134 | -30.2% | 6,494 | -28.5% | 0.10% | -33.3% |
| Q1 2023 | $553,151 | -36.8% | 9,077 | -39.9% | 0.15% | -40.7% |
| Q4 2022 | $875,022 | -1.0% | 15,097 | -12.2% | 0.26% | -12.2% |
| Q3 2022 | $884,000 | -31.4% | 17,185 | -22.1% | 0.29% | -30.3% |
| Q2 2022 | $1,289,000 | +73.7% | 22,071 | +104.3% | 0.42% | +81.1% |
| Q1 2022 | $742,000 | -21.6% | 10,803 | -15.9% | 0.23% | -23.1% |
| Q4 2021 | $946,000 | -0.5% | 12,850 | +0.4% | 0.30% | -10.4% |
| Q3 2021 | $951,000 | -0.5% | 12,799 | 0.0% | 0.34% | -1.5% |
| Q2 2021 | $956,000 | -5.5% | 12,799 | -8.6% | 0.34% | -11.1% |
| Q1 2021 | $1,012,000 | +25.2% | 14,008 | +18.1% | 0.39% | +17.0% |
| Q4 2020 | $808,000 | +28.1% | 11,857 | +12.7% | 0.33% | +13.4% |
| Q3 2020 | $631,000 | +5.0% | 10,519 | -2.6% | 0.29% | 0.0% |
| Q2 2020 | $601,000 | +16.9% | 10,803 | +1.0% | 0.29% | -15.2% |
| Q1 2020 | $514,000 | -62.0% | 10,693 | -43.8% | 0.34% | -61.2% |
| Q4 2019 | $1,353,000 | – | 19,017 | – | 0.88% | – |
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% |