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 | $441,599 | -3.3% | 7,684 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $456,891 | +3.1% | 7,684 | +5.7% | 0.00% | 0.0% |
| Q1 2023 | $443,034 | -94.0% | 7,270 | -97.1% | 0.00% | -86.7% |
| Q4 2022 | $7,399,416 | +1309.4% | 246,745 | +2314.3% | 0.02% | +650.0% |
| Q3 2022 | $525,000 | -11.9% | 10,220 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $596,000 | -15.1% | 10,220 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $702,000 | -6.8% | 10,220 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $753,000 | -0.8% | 10,220 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $759,000 | -6.4% | 10,220 | -6.0% | 0.00% | -25.0% |
| Q2 2021 | $811,000 | +2.8% | 10,870 | -0.5% | 0.00% | +33.3% |
| Q1 2021 | $789,000 | -0.4% | 10,920 | -6.1% | 0.00% | 0.0% |
| Q4 2020 | $792,000 | +11.1% | 11,625 | -2.4% | 0.00% | -25.0% |
| Q3 2020 | $713,000 | -27.4% | 11,905 | -32.6% | 0.00% | -20.0% |
| Q2 2020 | $982,000 | -40.6% | 17,651 | -48.7% | 0.01% | -50.0% |
| Q1 2020 | $1,653,000 | -32.9% | 34,385 | -11.4% | 0.01% | -16.7% |
| Q3 2019 | $2,465,000 | -3.6% | 38,803 | -1.4% | 0.01% | -7.7% |
| Q2 2019 | $2,557,000 | -20.9% | 39,337 | -19.9% | 0.01% | -23.5% |
| Q1 2019 | $3,232,000 | +5.6% | 49,102 | -3.2% | 0.02% | -5.6% |
| Q4 2018 | $3,061,000 | -18.6% | 50,736 | -4.0% | 0.02% | -5.3% |
| Q3 2018 | $3,762,000 | -2.0% | 52,870 | -0.9% | 0.02% | -9.5% |
| Q2 2018 | $3,838,000 | -7.7% | 53,330 | -2.0% | 0.02% | -4.5% |
| Q1 2018 | $4,158,000 | -2.6% | 54,396 | -2.1% | 0.02% | 0.0% |
| Q4 2017 | $4,267,000 | +2.5% | 55,552 | -1.3% | 0.02% | -4.3% |
| Q3 2017 | $4,162,000 | +4.4% | 56,262 | -1.9% | 0.02% | -4.2% |
| Q2 2017 | $3,988,000 | -7.7% | 57,364 | -13.1% | 0.02% | -7.7% |
| Q1 2017 | $4,322,000 | -2.9% | 66,012 | -11.0% | 0.03% | -7.1% |
| Q4 2016 | $4,450,000 | -13.1% | 74,147 | -11.1% | 0.03% | -15.2% |
| Q3 2016 | $5,120,000 | -0.7% | 83,418 | -9.2% | 0.03% | -5.7% |
| Q2 2016 | $5,156,000 | -37.1% | 91,890 | -33.9% | 0.04% | -36.4% |
| Q1 2016 | $8,191,000 | -34.3% | 139,077 | -35.2% | 0.06% | -33.7% |
| Q4 2015 | $12,463,000 | -11.6% | 214,504 | -16.1% | 0.08% | -13.5% |
| Q3 2015 | $14,106,000 | -10.7% | 255,689 | -2.3% | 0.10% | +1.1% |
| Q2 2015 | $15,797,000 | +0.2% | 261,808 | -1.6% | 0.10% | -3.1% |
| Q1 2015 | $15,767,000 | +6.1% | 266,056 | -0.6% | 0.10% | +5.4% |
| Q4 2014 | $14,860,000 | -14.2% | 267,641 | -8.6% | 0.09% | -16.2% |
| Q3 2014 | $17,327,000 | +2573.9% | 292,798 | +2824.5% | 0.11% | +311.1% |
| Q2 2014 | $648,000 | +150.2% | 10,012 | +151.7% | 0.03% | +145.5% |
| Q1 2014 | $259,000 | +311.1% | 3,978 | +295.0% | 0.01% | +266.7% |
| Q4 2013 | $63,000 | +3.3% | 1,007 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $61,000 | – | 1,007 | – | 0.00% | – |
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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% |