WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 177 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $15,000 | -54.5% | 200 | -55.6% | 0.01% | -61.5% |
| Q1 2021 | $33,000 | +6.5% | 450 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $31,000 | -31.1% | 450 | -40.0% | 0.01% | -36.8% |
| Q3 2020 | $45,000 | -8.2% | 750 | -14.3% | 0.02% | -9.5% |
| Q2 2020 | $49,000 | -16.9% | 875 | -28.6% | 0.02% | -36.4% |
| Q1 2020 | $59,000 | -32.2% | 1,225 | 0.0% | 0.03% | -8.3% |
| Q4 2019 | $87,000 | -10.3% | 1,225 | -19.7% | 0.04% | -14.3% |
| Q3 2019 | $97,000 | -20.5% | 1,525 | -18.9% | 0.04% | -20.8% |
| Q2 2019 | $122,000 | -9.0% | 1,881 | -7.4% | 0.05% | -7.0% |
| Q1 2019 | $134,000 | +1.5% | 2,031 | -6.9% | 0.06% | -9.5% |
| Q4 2018 | $132,000 | -36.5% | 2,181 | -25.4% | 0.06% | -25.0% |
| Q3 2018 | $208,000 | -11.9% | 2,925 | -10.7% | 0.08% | -12.5% |
| Q2 2018 | $236,000 | +11.3% | 3,275 | +18.1% | 0.10% | +5.5% |
| Q1 2018 | $212,000 | +15.8% | 2,773 | +16.7% | 0.09% | +26.4% |
| Q4 2017 | $183,000 | +28.9% | 2,377 | +23.4% | 0.07% | +20.0% |
| Q3 2017 | $142,000 | +18.3% | 1,926 | +11.7% | 0.06% | +17.6% |
| Q2 2017 | $120,000 | – | 1,725 | – | 0.05% | – |
Download | ||||||
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% |