WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 196 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $368,000 | -12.0% | 7,157 | 0.0% | 0.04% | -6.4% |
| Q2 2022 | $418,000 | -58.9% | 7,157 | -50.0% | 0.05% | -6.0% |
| Q1 2022 | $1,018,000 | +93.2% | 14,314 | +100.0% | 0.05% | -3.8% |
| Q4 2021 | $527,000 | -0.8% | 7,157 | 0.0% | 0.05% | -14.8% |
| Q3 2021 | $531,000 | -0.6% | 7,157 | 0.0% | 0.06% | -20.8% |
| Q2 2021 | $534,000 | -8.2% | 7,157 | -6.1% | 0.08% | -32.5% |
| Q1 2018 | $582,000 | +10.6% | 7,620 | +0.7% | 0.11% | +2.7% |
| Q2 2017 | $526,000 | +13.1% | 7,567 | +6.5% | 0.11% | +3.7% |
| Q1 2017 | $465,000 | +8.9% | 7,107 | 0.0% | 0.11% | +16.3% |
| Q4 2016 | $427,000 | -0.7% | 7,107 | +1.4% | 0.09% | -9.8% |
| Q3 2016 | $430,000 | +9.4% | 7,007 | 0.0% | 0.10% | +7.4% |
| Q2 2016 | $393,000 | – | 7,007 | – | 0.10% | – |
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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% |