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 | $10,932,707 | +1.5% | 190,425 | +5.0% | 0.00% | +33.3% |
| Q2 2023 | $10,775,764 | -1.4% | 181,391 | +1.2% | 0.00% | -25.0% |
| Q1 2023 | $10,925,092 | +7.8% | 179,285 | +2.6% | 0.00% | +33.3% |
| Q4 2022 | $10,138,000 | +38.4% | 174,788 | +22.8% | 0.00% | 0.0% |
| Q3 2022 | $7,325,000 | -0.9% | 142,385 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $7,393,000 | -5.7% | 126,659 | +11.1% | 0.00% | +50.0% |
| Q1 2022 | $7,841,000 | +53.6% | 114,002 | +64.3% | 0.00% | +100.0% |
| Q4 2021 | $5,104,000 | +13.3% | 69,377 | +14.4% | 0.00% | 0.0% |
| Q3 2021 | $4,504,000 | -2.0% | 60,658 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $4,598,000 | +6.3% | 61,571 | +2.8% | 0.00% | 0.0% |
| Q1 2021 | $4,326,000 | +7.9% | 59,896 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $4,009,000 | -7.3% | 58,878 | -18.4% | 0.00% | -50.0% |
| Q3 2020 | $4,324,000 | +15.5% | 72,166 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $3,744,000 | +38.1% | 67,284 | +19.3% | 0.00% | +100.0% |
| Q1 2020 | $2,711,000 | -74.2% | 56,405 | -61.8% | 0.00% | -75.0% |
| Q4 2019 | $10,513,000 | +9.2% | 147,819 | -2.4% | 0.00% | 0.0% |
| Q3 2019 | $9,624,000 | -1.8% | 151,514 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $9,803,000 | +0.9% | 150,757 | +2.1% | 0.00% | 0.0% |
| Q1 2019 | $9,720,000 | -6.3% | 147,721 | -14.1% | 0.00% | -20.0% |
| Q4 2018 | $10,376,000 | +64.3% | 172,018 | +93.8% | 0.01% | +150.0% |
| Q3 2018 | $6,316,000 | +1.4% | 88,775 | +2.4% | 0.00% | -33.3% |
| Q2 2018 | $6,230,000 | -24.5% | 86,668 | -19.0% | 0.00% | -25.0% |
| Q1 2018 | $8,247,000 | +112.8% | 107,001 | +112.1% | 0.00% | +100.0% |
| Q4 2017 | $3,875,000 | +27.4% | 50,453 | +22.7% | 0.00% | +100.0% |
| Q3 2017 | $3,042,000 | +26.8% | 41,124 | +19.2% | 0.00% | 0.0% |
| Q2 2017 | $2,400,000 | +23.2% | 34,492 | +16.1% | 0.00% | 0.0% |
| Q1 2017 | $1,948,000 | +12.1% | 29,708 | +2.7% | 0.00% | 0.0% |
| Q4 2016 | $1,737,000 | +8.8% | 28,940 | +11.2% | 0.00% | 0.0% |
| Q3 2016 | $1,597,000 | +76.3% | 26,023 | +60.3% | 0.00% | 0.0% |
| Q2 2016 | $906,000 | -7.7% | 16,233 | -2.6% | 0.00% | 0.0% |
| Q1 2016 | $982,000 | +4.0% | 16,667 | +2.6% | 0.00% | 0.0% |
| Q4 2015 | $944,000 | +6.1% | 16,246 | +0.7% | 0.00% | 0.0% |
| Q3 2015 | $890,000 | -5.0% | 16,140 | +4.2% | 0.00% | 0.0% |
| Q2 2015 | $937,000 | +9.2% | 15,491 | +7.0% | 0.00% | – |
| Q1 2015 | $858,000 | +49.5% | 14,481 | +40.0% | 0.00% | – |
| Q4 2014 | $574,000 | -31.2% | 10,347 | -26.6% | 0.00% | -100.0% |
| Q3 2014 | $834,000 | +38.1% | 14,098 | +51.3% | 0.00% | – |
| Q2 2014 | $604,000 | +8.6% | 9,317 | +8.9% | 0.00% | – |
| Q1 2014 | $556,000 | -2.8% | 8,552 | -5.7% | 0.00% | – |
| Q4 2013 | $572,000 | +19.4% | 9,072 | +13.7% | 0.00% | – |
| Q3 2013 | $479,000 | +48.8% | 7,979 | +29.3% | 0.00% | – |
| Q2 2013 | $322,000 | – | 6,169 | – | 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% |