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 2023 | $245,067 | -3.6% | 4,122 | -1.2% | 0.11% | -3.4% |
| Q1 2023 | $254,296 | +6.5% | 4,173 | +1.3% | 0.12% | +28.3% |
| Q4 2022 | $238,792 | +8.1% | 4,120 | +8.6% | 0.09% | -25.2% |
| Q2 2022 | $221,000 | -24.8% | 3,794 | -11.6% | 0.12% | +41.4% |
| Q1 2022 | $294,000 | -5.5% | 4,291 | +1.5% | 0.09% | +4.8% |
| Q4 2021 | $311,000 | -2.2% | 4,226 | -1.4% | 0.08% | +18.6% |
| Q3 2021 | $318,000 | -8.6% | 4,286 | -7.9% | 0.07% | +6.1% |
| Q2 2021 | $348,000 | +13.4% | 4,653 | +9.3% | 0.07% | +10.0% |
| Q1 2021 | $307,000 | +21.3% | 4,256 | +14.4% | 0.06% | +33.3% |
| Q4 2020 | $253,000 | +5.0% | 3,719 | -7.6% | 0.04% | -8.2% |
| Q3 2020 | $241,000 | +8.1% | 4,024 | +0.6% | 0.05% | 0.0% |
| Q2 2020 | $223,000 | -1.8% | 4,000 | -15.3% | 0.05% | -12.5% |
| Q1 2020 | $227,000 | -27.7% | 4,720 | +6.8% | 0.06% | -11.1% |
| Q4 2019 | $314,000 | +33.1% | 4,419 | +19.0% | 0.06% | +21.2% |
| Q3 2019 | $236,000 | +14.6% | 3,714 | +37.6% | 0.05% | -13.3% |
| Q1 2018 | $206,000 | +17.7% | 2,700 | +23.9% | 0.06% | +36.4% |
| Q4 2017 | $175,000 | – | 2,180 | – | 0.04% | – |
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% |