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 | $223,156 | -3.3% | 3,883 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $230,883 | -2.4% | 3,883 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $236,630 | +74.2% | 3,883 | +65.7% | 0.00% | 0.0% |
| Q4 2022 | $135,800 | -40.2% | 2,343 | -47.0% | 0.00% | 0.0% |
| Q3 2022 | $227,000 | +3142.9% | 4,420 | +4069.8% | 0.00% | – |
| Q4 2020 | $7,000 | -87.0% | 106 | -88.3% | 0.00% | – |
| Q3 2020 | $54,000 | +8.0% | 906 | 0.0% | 0.00% | – |
| Q2 2020 | $50,000 | -45.1% | 906 | -52.1% | 0.00% | -100.0% |
| Q1 2020 | $91,000 | -32.1% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $134,000 | +11.7% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $120,000 | -2.4% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $123,000 | -0.8% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $124,000 | +8.8% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $114,000 | -15.6% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $135,000 | +132.8% | 1,891 | +136.4% | 0.00% | – |
| Q2 2018 | $58,000 | -4.9% | 800 | 0.0% | 0.00% | – |
| Q1 2018 | $61,000 | – | 800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |