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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,000 | -0.9% | 4,297 | 0.0% | 0.00% | – |
| Q3 2021 | $319,000 | -69.0% | 4,297 | -68.8% | 0.00% | – |
| Q2 2021 | $1,029,000 | +231.9% | 13,777 | +220.6% | 0.00% | – |
| Q1 2021 | $310,000 | +5.8% | 4,297 | 0.0% | 0.00% | – |
| Q4 2020 | $293,000 | +14.0% | 4,297 | 0.0% | 0.00% | – |
| Q3 2020 | $257,000 | +26.0% | 4,297 | +17.1% | 0.00% | – |
| Q2 2020 | $204,000 | -38.0% | 3,670 | -20.8% | 0.00% | – |
| Q4 2019 | $329,000 | +37.7% | 4,635 | +23.1% | 0.00% | – |
| Q3 2019 | $239,000 | +18.9% | 3,765 | +22.0% | 0.00% | – |
| Q2 2019 | $201,000 | -11.5% | 3,085 | -3.4% | 0.00% | – |
| Q3 2018 | $227,000 | -0.9% | 3,195 | 0.0% | 0.00% | – |
| Q2 2018 | $229,000 | -11.6% | 3,195 | -5.9% | 0.00% | – |
| Q1 2018 | $259,000 | -0.8% | 3,395 | 0.0% | 0.00% | – |
| Q4 2017 | $261,000 | -59.9% | 3,395 | -61.4% | 0.00% | – |
| Q3 2017 | $651,000 | +217.6% | 8,800 | +197.8% | 0.00% | – |
| Q2 2017 | $205,000 | -88.8% | 2,955 | -91.6% | 0.00% | -100.0% |
| Q2 2013 | $1,828,000 | – | 35,000 | – | 0.00% | – |
Download | ||||||
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% |