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 | $455,565 | +60642.0% | 7,927 | -34.8% | 0.00% | -66.7% |
| Q4 2022 | $750 | -99.9% | 12,153 | -44.8% | 0.01% | -40.0% |
| Q3 2022 | $1,139,000 | -69.7% | 22,007 | -65.5% | 0.01% | -67.7% |
| Q2 2022 | $3,763,000 | -23.9% | 63,764 | -12.6% | 0.03% | -13.9% |
| Q1 2022 | $4,946,000 | +0.9% | 72,976 | +3.9% | 0.04% | 0.0% |
| Q4 2021 | $4,903,000 | -54.4% | 70,249 | -50.6% | 0.04% | -44.6% |
| Q3 2021 | $10,750,000 | +103.0% | 142,171 | +102.2% | 0.06% | +103.1% |
| Q2 2021 | $5,295,000 | -1.5% | 70,323 | -1.5% | 0.03% | 0.0% |
| Q1 2021 | $5,378,000 | +6.9% | 71,368 | -1.4% | 0.03% | 0.0% |
| Q4 2020 | $5,030,000 | +12.8% | 72,391 | -0.2% | 0.03% | 0.0% |
| Q3 2020 | $4,461,000 | +12.1% | 72,528 | +5.9% | 0.03% | +3.2% |
| Q2 2020 | $3,978,000 | +10.7% | 68,488 | -4.7% | 0.03% | -6.1% |
| Q1 2020 | $3,593,000 | -26.4% | 71,883 | +1.1% | 0.03% | -10.8% |
| Q4 2019 | $4,879,000 | +3.4% | 71,104 | -0.5% | 0.04% | 0.0% |
| Q3 2019 | $4,719,000 | +6.8% | 71,438 | +4.5% | 0.04% | +5.7% |
| Q2 2019 | $4,420,000 | -5.6% | 68,344 | -2.3% | 0.04% | -7.9% |
| Q1 2019 | $4,683,000 | +17.3% | 69,928 | +12.5% | 0.04% | +11.8% |
| Q4 2018 | $3,992,000 | -15.1% | 62,152 | -13.6% | 0.03% | -10.5% |
| Q3 2018 | $4,703,000 | +15.6% | 71,972 | +27.1% | 0.04% | +35.7% |
| Q2 2018 | $4,068,000 | -10.1% | 56,606 | -2.7% | 0.03% | -12.5% |
| Q1 2018 | $4,526,000 | +0.3% | 58,162 | +4.4% | 0.03% | +6.7% |
| Q4 2017 | $4,511,000 | +7.8% | 55,692 | -0.7% | 0.03% | 0.0% |
| Q3 2017 | $4,184,000 | -2.0% | 56,096 | -6.1% | 0.03% | -6.2% |
| Q2 2017 | $4,271,000 | -6.9% | 59,747 | -11.8% | 0.03% | -8.6% |
| Q1 2017 | $4,586,000 | +5.1% | 67,757 | -3.6% | 0.04% | 0.0% |
| Q4 2016 | $4,363,000 | -1.9% | 70,283 | -3.3% | 0.04% | -7.9% |
| Q3 2016 | $4,449,000 | -3.3% | 72,716 | -5.8% | 0.04% | -5.0% |
| Q2 2016 | $4,602,000 | -4.6% | 77,232 | -5.3% | 0.04% | -7.0% |
| Q1 2016 | $4,824,000 | -11.5% | 81,551 | -18.1% | 0.04% | -18.9% |
| Q4 2015 | $5,452,000 | +0.4% | 99,621 | +1.2% | 0.05% | +3.9% |
| Q3 2015 | $5,432,000 | -54.4% | 98,445 | -50.1% | 0.05% | 0.0% |
| Q2 2015 | $11,906,000 | +90.1% | 197,320 | +86.7% | 0.05% | -3.8% |
| Q1 2015 | $6,263,000 | -60.1% | 105,686 | -62.6% | 0.05% | -22.1% |
| Q4 2014 | $15,700,000 | +89.8% | 282,808 | +102.3% | 0.07% | -6.8% |
| Q3 2014 | $8,272,000 | -8.8% | 139,777 | -0.1% | 0.07% | -5.2% |
| Q2 2014 | $9,067,000 | +1.4% | 139,966 | +1.8% | 0.08% | +13.2% |
| Q1 2014 | $8,938,000 | +8.4% | 137,457 | +5.1% | 0.07% | +6.2% |
| Q4 2013 | $8,244,000 | +7.9% | 130,840 | +2.9% | 0.06% | +20.8% |
| Q3 2013 | $7,642,000 | – | 127,177 | – | 0.05% | – |
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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% |