WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,668,000 | +8.4% | 185,624 | +12.1% | 0.00% | 0.0% |
Q2 2023 | $9,843,000 | -9.7% | 165,539 | -7.5% | 0.00% | 0.0% |
Q1 2023 | $10,901,000 | -2.4% | 178,879 | -7.1% | 0.00% | 0.0% |
Q4 2022 | $11,164,000 | +233.8% | 192,618 | +196.2% | 0.00% | +200.0% |
Q3 2022 | $3,345,000 | -13.1% | 65,025 | -1.4% | 0.00% | 0.0% |
Q2 2022 | $3,848,000 | -13.3% | 65,918 | +2.0% | 0.00% | 0.0% |
Q1 2022 | $4,437,000 | -23.5% | 64,635 | -17.9% | 0.00% | 0.0% |
Q4 2021 | $5,800,000 | -4.1% | 78,761 | -3.3% | 0.00% | -50.0% |
Q3 2021 | $6,047,000 | -7.4% | 81,458 | -6.9% | 0.00% | 0.0% |
Q2 2021 | $6,531,000 | -12.2% | 87,458 | -15.0% | 0.00% | 0.0% |
Q1 2021 | $7,436,000 | -17.4% | 102,940 | -22.2% | 0.00% | -33.3% |
Q4 2020 | $9,006,000 | -23.7% | 132,236 | -32.9% | 0.00% | -25.0% |
Q3 2020 | $11,806,000 | +28.9% | 197,095 | +19.7% | 0.00% | 0.0% |
Q2 2020 | $9,160,000 | +16.3% | 164,669 | +0.5% | 0.00% | 0.0% |
Q1 2020 | $7,877,000 | -51.7% | 163,920 | -28.5% | 0.00% | -33.3% |
Q4 2019 | $16,295,000 | +10.2% | 229,132 | -1.6% | 0.01% | 0.0% |
Q3 2019 | $14,793,000 | +1.1% | 232,869 | +3.5% | 0.01% | 0.0% |
Q2 2019 | $14,635,000 | +0.8% | 225,076 | +2.0% | 0.01% | 0.0% |
Q1 2019 | $14,524,000 | -7.9% | 220,701 | -15.6% | 0.01% | -25.0% |
Q4 2018 | $15,768,000 | -42.3% | 261,421 | -31.9% | 0.01% | -27.3% |
Q3 2018 | $27,316,000 | +13.2% | 383,984 | +14.5% | 0.01% | 0.0% |
Q2 2018 | $24,137,000 | -22.1% | 335,464 | -17.3% | 0.01% | -21.4% |
Q1 2018 | $30,991,000 | +0.6% | 405,478 | +1.0% | 0.01% | 0.0% |
Q4 2017 | $30,820,000 | +7.8% | 401,300 | +3.8% | 0.01% | 0.0% |
Q3 2017 | $28,583,000 | +58.8% | 386,514 | +49.3% | 0.01% | +55.6% |
Q2 2017 | $18,003,000 | +46.8% | 258,940 | +38.2% | 0.01% | +28.6% |
Q1 2017 | $12,266,000 | +61.5% | 187,348 | +48.1% | 0.01% | +75.0% |
Q4 2016 | $7,594,000 | -1.4% | 126,519 | +0.8% | 0.00% | 0.0% |
Q3 2016 | $7,702,000 | +22.2% | 125,493 | +11.7% | 0.00% | 0.0% |
Q2 2016 | $6,303,000 | -1.9% | 112,334 | +3.0% | 0.00% | 0.0% |
Q1 2016 | $6,425,000 | +64.5% | 109,080 | +62.3% | 0.00% | +33.3% |
Q4 2015 | $3,905,000 | +50.1% | 67,212 | +42.5% | 0.00% | +50.0% |
Q3 2015 | $2,602,000 | -10.2% | 47,161 | -1.8% | 0.00% | 0.0% |
Q2 2015 | $2,896,000 | +5.5% | 48,003 | +3.7% | 0.00% | 0.0% |
Q1 2015 | $2,745,000 | +0.3% | 46,309 | -6.1% | 0.00% | 0.0% |
Q4 2014 | $2,738,000 | -4.8% | 49,320 | +1.5% | 0.00% | 0.0% |
Q3 2014 | $2,876,000 | -7.7% | 48,597 | +1.1% | 0.00% | 0.0% |
Q2 2014 | $3,115,000 | +4.8% | 48,082 | +5.2% | 0.00% | 0.0% |
Q1 2014 | $2,972,000 | +11.1% | 45,692 | +7.6% | 0.00% | 0.0% |
Q4 2013 | $2,675,000 | -41.0% | 42,445 | -43.7% | 0.00% | -33.3% |
Q3 2013 | $4,534,000 | +125.9% | 75,453 | +96.4% | 0.00% | +50.0% |
Q2 2013 | $2,007,000 | – | 38,414 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |