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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,846,000 | -52.4% | 38,700 | -51.9% | 0.00% | -63.6% |
| Q3 2021 | $5,976,000 | +45.5% | 80,500 | +46.4% | 0.01% | +37.5% |
| Q2 2021 | $4,107,000 | +833.4% | 55,000 | +753.9% | 0.01% | +700.0% |
| Q4 2020 | $440,000 | +6.8% | 6,441 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $412,000 | +19.4% | 6,877 | +11.0% | 0.00% | 0.0% |
| Q2 2020 | $345,000 | +15.8% | 6,197 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $298,000 | -35.9% | 6,197 | -5.7% | 0.00% | 0.0% |
| Q4 2019 | $465,000 | -2.5% | 6,571 | -12.5% | 0.00% | 0.0% |
| Q3 2019 | $477,000 | -5.5% | 7,509 | -3.3% | 0.00% | -50.0% |
| Q2 2019 | $505,000 | – | 7,763 | – | 0.00% | – |
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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% |