WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 73 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $228,000 | +12.3% | 3,200 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $203,000 | -11.0% | 3,200 | -8.6% | 0.06% | -10.8% |
| Q2 2019 | $228,000 | -54.4% | 3,500 | -53.9% | 0.06% | -54.5% |
| Q1 2019 | $500,000 | +93.1% | 7,600 | +76.7% | 0.14% | +70.2% |
| Q4 2018 | $259,000 | -16.2% | 4,300 | -1.1% | 0.08% | +1.2% |
| Q3 2018 | $309,000 | -13.2% | 4,350 | -12.1% | 0.08% | -17.0% |
| Q2 2018 | $356,000 | -5.8% | 4,950 | 0.0% | 0.10% | -6.5% |
| Q1 2018 | $378,000 | -3.6% | 4,950 | -2.9% | 0.11% | -1.8% |
| Q4 2017 | $392,000 | +4.0% | 5,100 | 0.0% | 0.11% | 0.0% |
| Q3 2017 | $377,000 | +6.5% | 5,100 | 0.0% | 0.11% | +0.9% |
| Q2 2017 | $354,000 | +6.3% | 5,100 | 0.0% | 0.11% | +1.9% |
| Q1 2017 | $333,000 | +8.8% | 5,100 | 0.0% | 0.11% | 0.0% |
| Q4 2016 | $306,000 | -1.9% | 5,100 | 0.0% | 0.11% | -5.4% |
| Q3 2016 | $312,000 | +9.1% | 5,100 | 0.0% | 0.11% | +3.7% |
| Q2 2016 | $286,000 | -11.5% | 5,100 | -7.3% | 0.11% | -12.9% |
| Q1 2016 | $323,000 | -11.7% | 5,500 | -12.7% | 0.12% | -13.9% |
| Q4 2015 | $366,000 | +3.7% | 6,300 | -1.6% | 0.14% | +25.2% |
| Q3 2015 | $353,000 | -8.5% | 6,400 | 0.0% | 0.12% | +1.8% |
| Q2 2015 | $386,000 | -11.9% | 6,400 | -13.5% | 0.11% | -13.1% |
| Q1 2015 | $438,000 | +6.1% | 7,400 | -0.7% | 0.13% | +6.6% |
| Q4 2014 | $413,000 | -21.0% | 7,450 | -15.8% | 0.12% | -23.3% |
| Q3 2014 | $523,000 | -12.0% | 8,850 | -3.5% | 0.16% | -11.7% |
| Q2 2014 | $594,000 | -0.3% | 9,175 | 0.0% | 0.18% | -5.8% |
| Q1 2014 | $596,000 | +3.1% | 9,175 | 0.0% | 0.19% | -2.6% |
| Q4 2013 | $578,000 | +9.5% | 9,175 | +4.3% | 0.20% | +5.9% |
| Q3 2013 | $528,000 | +7.8% | 8,795 | -6.4% | 0.18% | +3.9% |
| Q2 2013 | $490,000 | – | 9,395 | – | 0.18% | – |
Download | ||||||
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% |