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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $927,000 | +14.2% | 12,414 | +14.2% | 0.29% | -14.8% |
| Q1 2021 | $812,000 | +16.8% | 10,869 | +6.5% | 0.34% | +7.0% |
| Q4 2020 | $695,000 | +12.3% | 10,203 | -0.4% | 0.32% | -6.8% |
| Q3 2020 | $619,000 | +8.2% | 10,246 | -0.2% | 0.34% | -5.6% |
| Q2 2020 | $572,000 | +66.3% | 10,266 | +37.7% | 0.36% | +54.7% |
| Q1 2020 | $344,000 | -50.3% | 7,454 | -23.4% | 0.23% | -42.3% |
| Q4 2019 | $692,000 | +18.7% | 9,735 | +5.6% | 0.40% | +3.1% |
| Q3 2019 | $583,000 | -1.9% | 9,216 | +1.6% | 0.39% | -4.4% |
| Q2 2019 | $594,000 | +2.6% | 9,073 | +4.6% | 0.41% | -5.8% |
| Q1 2019 | $579,000 | +35.9% | 8,670 | +22.8% | 0.43% | +38.3% |
| Q4 2018 | $426,000 | -3.4% | 7,059 | +14.3% | 0.31% | +6.8% |
| Q3 2018 | $441,000 | +14.2% | 6,175 | +15.1% | 0.29% | +3.5% |
| Q2 2018 | $386,000 | +11.9% | 5,365 | +18.9% | 0.28% | -2.1% |
| Q1 2018 | $345,000 | – | 4,511 | – | 0.29% | – |
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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% |