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 | $819,248 | -4.8% | 14,255 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $860,741 | -3.7% | 14,476 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $893,965 | -10.3% | 14,669 | -14.7% | 0.00% | 0.0% |
| Q4 2022 | $996,983 | +7.1% | 17,202 | -5.0% | 0.00% | -50.0% |
| Q3 2022 | $931,000 | -15.1% | 18,098 | -3.6% | 0.00% | 0.0% |
| Q2 2022 | $1,096,000 | -16.1% | 18,777 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $1,306,000 | +50.8% | 19,037 | +61.9% | 0.00% | +100.0% |
| Q4 2021 | $866,000 | +2.6% | 11,757 | +3.5% | 0.00% | 0.0% |
| Q3 2021 | $844,000 | -3.9% | 11,363 | -3.3% | 0.00% | 0.0% |
| Q2 2021 | $878,000 | +2.8% | 11,749 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $854,000 | -51.9% | 11,825 | -54.6% | 0.00% | -66.7% |
| Q4 2020 | $1,774,000 | +11.6% | 26,045 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $1,589,000 | +15.0% | 26,523 | +6.8% | 0.00% | 0.0% |
| Q2 2020 | $1,382,000 | +19.4% | 24,843 | +2.4% | 0.00% | 0.0% |
| Q1 2020 | $1,157,000 | -30.7% | 24,254 | +3.2% | 0.00% | 0.0% |
| Q4 2019 | $1,670,000 | +18.0% | 23,492 | +5.6% | 0.00% | -25.0% |
| Q3 2019 | $1,415,000 | +5.4% | 22,246 | +8.1% | 0.00% | +33.3% |
| Q2 2019 | $1,342,000 | -7.6% | 20,581 | -6.3% | 0.00% | -25.0% |
| Q1 2019 | $1,453,000 | +18.4% | 21,971 | +8.0% | 0.00% | 0.0% |
| Q4 2018 | $1,227,000 | -19.2% | 20,337 | -4.9% | 0.00% | 0.0% |
| Q3 2018 | $1,518,000 | -5.3% | 21,393 | -3.4% | 0.00% | -20.0% |
| Q2 2018 | $1,603,000 | +0.3% | 22,157 | +6.6% | 0.01% | 0.0% |
| Q1 2018 | $1,598,000 | +55.8% | 20,780 | +56.4% | 0.01% | +66.7% |
| Q4 2017 | $1,026,000 | +8.7% | 13,283 | +4.5% | 0.00% | 0.0% |
| Q3 2017 | $944,000 | +39.6% | 12,714 | +30.9% | 0.00% | +50.0% |
| Q2 2017 | $676,000 | +9.6% | 9,710 | +2.7% | 0.00% | 0.0% |
| Q1 2017 | $617,000 | +6.2% | 9,454 | -2.1% | 0.00% | 0.0% |
| Q4 2016 | $581,000 | +5.1% | 9,652 | +7.6% | 0.00% | 0.0% |
| Q3 2016 | $553,000 | +8.0% | 8,969 | -1.6% | 0.00% | 0.0% |
| Q2 2016 | $512,000 | -4.8% | 9,117 | -0.1% | 0.00% | -33.3% |
| Q1 2016 | $538,000 | +26.0% | 9,128 | +24.2% | 0.00% | +50.0% |
| Q4 2015 | $427,000 | +4.7% | 7,350 | -0.7% | 0.00% | 0.0% |
| Q3 2015 | $408,000 | -59.0% | 7,400 | -55.1% | 0.00% | -33.3% |
| Q2 2015 | $994,000 | +94.1% | 16,488 | +90.8% | 0.00% | 0.0% |
| Q1 2015 | $512,000 | +21.0% | 8,642 | +13.4% | 0.00% | +50.0% |
| Q4 2014 | $423,000 | -1.2% | 7,624 | +5.5% | 0.00% | -50.0% |
| Q3 2014 | $428,000 | -7.2% | 7,228 | +1.6% | 0.00% | 0.0% |
| Q2 2014 | $461,000 | +3.4% | 7,117 | +3.7% | 0.00% | 0.0% |
| Q1 2014 | $446,000 | – | 6,866 | – | 0.00% | – |
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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% |