WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 171 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,128,207 | +4.6% | 54,432 | +8.2% | 0.03% | +3.3% |
| Q2 2023 | $2,991,076 | +2.3% | 50,304 | +4.9% | 0.03% | -6.2% |
| Q1 2023 | $2,922,813 | +11.1% | 47,962 | +5.7% | 0.03% | +39.1% |
| Q4 2022 | $2,630,573 | -99.9% | 45,386 | -48.8% | 0.02% | -4.2% |
| Q3 2022 | $2,281,279,000 | +109313.9% | 88,604 | +148.1% | 0.02% | +14.3% |
| Q2 2022 | $2,085,000 | +0.1% | 35,711 | +17.7% | 0.02% | -4.5% |
| Q1 2022 | $2,083,000 | +0.1% | 30,348 | +7.4% | 0.02% | +4.8% |
| Q4 2021 | $2,081,000 | -1.0% | 28,250 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $2,102,000 | +3.8% | 28,314 | +4.4% | 0.02% | -8.7% |
| Q2 2021 | $2,025,000 | +7.4% | 27,118 | +3.9% | 0.02% | -4.2% |
| Q1 2021 | $1,886,000 | +4.8% | 26,108 | -1.0% | 0.02% | +14.3% |
| Q4 2020 | $1,799,000 | -100.0% | 26,370 | -62.0% | 0.02% | -72.7% |
| Q3 2020 | $4,148,000,000 | – | 69,389 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |