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 | $1,106,671 | -6.8% | 19,257 | -3.5% | 0.50% | -4.8% |
| Q2 2023 | $1,186,792 | -9.2% | 19,960 | -6.9% | 0.53% | -5.6% |
| Q1 2023 | $1,306,340 | -7.3% | 21,437 | -11.8% | 0.56% | -10.7% |
| Q4 2022 | $1,408,689 | +12.3% | 24,305 | -0.3% | 0.62% | +3.3% |
| Q3 2022 | $1,254,000 | -11.9% | 24,370 | 0.0% | 0.60% | -7.6% |
| Q2 2022 | $1,423,000 | -15.7% | 24,370 | -0.9% | 0.65% | -6.2% |
| Q1 2022 | $1,688,000 | -35.9% | 24,594 | -31.3% | 0.70% | -31.5% |
| Q4 2021 | $2,635,000 | -8.7% | 35,776 | -8.0% | 1.02% | -13.4% |
| Q3 2021 | $2,886,000 | -0.9% | 38,880 | -0.3% | 1.17% | -1.8% |
| Q2 2021 | $2,913,000 | +0.8% | 39,000 | -2.5% | 1.20% | -6.8% |
| Q1 2021 | $2,889,000 | +0.2% | 39,994 | -5.5% | 1.28% | -4.8% |
| Q4 2020 | $2,883,000 | – | 42,334 | – | 1.35% | – |
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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% |