WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $783,000 | +7.3% | 11,015 | -4.1% | 0.12% | +1.8% |
| Q3 2019 | $730,000 | -2.9% | 11,488 | -0.7% | 0.11% | -3.4% |
| Q2 2019 | $752,000 | +1.5% | 11,565 | +2.7% | 0.12% | -3.3% |
| Q1 2019 | $741,000 | +8.5% | 11,261 | -0.6% | 0.12% | -3.2% |
| Q4 2018 | $683,000 | -13.1% | 11,325 | +2.5% | 0.12% | -12.6% |
| Q3 2018 | $786,000 | -3.1% | 11,050 | -2.0% | 0.14% | -8.3% |
| Q2 2018 | $811,000 | -7.9% | 11,273 | -2.2% | 0.16% | -18.3% |
| Q1 2018 | $881,000 | -2.8% | 11,527 | -2.3% | 0.19% | +3.8% |
| Q4 2017 | $906,000 | +4.7% | 11,796 | +0.9% | 0.18% | +5.7% |
| Q3 2017 | $865,000 | +3.2% | 11,693 | -2.9% | 0.17% | -1.7% |
| Q2 2017 | $838,000 | +5.9% | 12,047 | -0.3% | 0.18% | +4.1% |
| Q1 2017 | $791,000 | +8.1% | 12,089 | -0.8% | 0.17% | +4.3% |
| Q4 2016 | $732,000 | +1.5% | 12,188 | +3.8% | 0.16% | -3.0% |
| Q3 2016 | $721,000 | +13.0% | 11,744 | +3.4% | 0.17% | +9.8% |
| Q2 2016 | $638,000 | -4.3% | 11,363 | +0.3% | 0.15% | -5.0% |
| Q1 2016 | $667,000 | +1.8% | 11,329 | +0.5% | 0.16% | +0.6% |
| Q4 2015 | $655,000 | +3.8% | 11,269 | -1.4% | 0.16% | -3.0% |
| Q3 2015 | $631,000 | -7.6% | 11,434 | +1.0% | 0.16% | +0.6% |
| Q2 2015 | $683,000 | +1.9% | 11,317 | +0.1% | 0.16% | +3.1% |
| Q1 2015 | $670,000 | +9.3% | 11,303 | +2.3% | 0.16% | -4.8% |
| Q4 2014 | $613,000 | -3.5% | 11,046 | +3.0% | 0.17% | -5.6% |
| Q3 2014 | $635,000 | -1.2% | 10,723 | +8.1% | 0.18% | -2.2% |
| Q2 2014 | $643,000 | +6.6% | 9,918 | +7.0% | 0.18% | -1.6% |
| Q1 2014 | $603,000 | -16.4% | 9,265 | -19.0% | 0.18% | -19.3% |
| Q4 2013 | $721,000 | +18.2% | 11,438 | +12.7% | 0.23% | +8.6% |
| Q3 2013 | $610,000 | +36.2% | 10,152 | +18.4% | 0.21% | +24.3% |
| Q2 2013 | $448,000 | – | 8,576 | – | 0.17% | – |
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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% |