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 2020 | $1,313,000 | +12.8% | 19,280 | -0.8% | 0.03% | 0.0% |
| Q3 2020 | $1,164,000 | +0.2% | 19,440 | -6.9% | 0.03% | -8.6% |
| Q2 2020 | $1,162,000 | -5.5% | 20,880 | -18.3% | 0.04% | -23.9% |
| Q1 2020 | $1,229,000 | -40.9% | 25,570 | -12.6% | 0.05% | -24.6% |
| Q4 2019 | $2,079,000 | +13.0% | 29,240 | +1.0% | 0.06% | +3.4% |
| Q3 2019 | $1,840,000 | -3.2% | 28,960 | -0.9% | 0.06% | -6.3% |
| Q2 2019 | $1,901,000 | -3.1% | 29,230 | -1.9% | 0.06% | -6.0% |
| Q1 2019 | $1,961,000 | +8.6% | 29,800 | -0.4% | 0.07% | -2.9% |
| Q4 2018 | $1,805,000 | – | 29,930 | – | 0.07% | – |
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% |