WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 114 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $26,000 | +13.0% | 470 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $23,000 | -48.9% | 470 | -25.8% | 0.01% | -40.0% |
| Q4 2019 | $45,000 | +4.7% | 633 | -5.5% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | -2.3% | 670 | 0.0% | 0.01% | +25.0% |
| Q2 2019 | $44,000 | +41.9% | 670 | +42.6% | 0.01% | +60.0% |
| Q1 2019 | $31,000 | +10.7% | 470 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | -58.8% | 470 | -51.0% | 0.01% | -54.5% |
| Q3 2018 | $68,000 | -1.4% | 960 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $69,000 | -5.5% | 960 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $73,000 | -1.4% | 960 | -1.0% | 0.01% | +16.7% |
| Q4 2017 | $74,000 | +2.8% | 970 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $72,000 | +118.2% | 970 | +106.4% | 0.01% | +116.7% |
| Q2 2017 | $33,000 | +6.5% | 470 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $31,000 | +10.7% | 470 | 0.0% | 0.01% | -28.6% |
| Q4 2016 | $28,000 | -3.4% | 470 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $29,000 | +11.5% | 470 | 0.0% | 0.01% | +14.3% |
| Q2 2016 | $26,000 | -7.1% | 470 | 0.0% | 0.01% | -30.0% |
| Q1 2016 | $28,000 | 0.0% | 470 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $28,000 | 0.0% | 470 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $28,000 | +7.7% | 470 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $26,000 | -58.7% | 470 | -56.1% | 0.01% | -64.5% |
| Q3 2014 | $63,000 | -8.7% | 1,070 | 0.0% | 0.03% | -6.1% |
| Q2 2014 | $69,000 | – | 1,070 | – | 0.03% | – |
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% |