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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $622 | -7.0% | 10,821 | -3.9% | 0.00% | 0.0% |
Q2 2023 | $669 | -9.0% | 11,255 | -6.7% | 0.00% | -25.0% |
Q1 2023 | $735 | -9.9% | 12,059 | -14.3% | 0.00% | 0.0% |
Q4 2022 | $816 | -99.9% | 14,079 | +5.2% | 0.00% | 0.0% |
Q3 2022 | $688,000 | -15.2% | 13,380 | -3.7% | 0.00% | 0.0% |
Q2 2022 | $811,000 | -9.3% | 13,888 | +6.6% | 0.00% | 0.0% |
Q1 2022 | $894,000 | -8.1% | 13,029 | -1.4% | 0.00% | 0.0% |
Q4 2021 | $973,000 | -8.1% | 13,217 | -7.4% | 0.00% | -20.0% |
Q3 2021 | $1,059,000 | -2.4% | 14,268 | -1.8% | 0.01% | 0.0% |
Q2 2021 | $1,085,000 | +21.2% | 14,529 | +17.3% | 0.01% | 0.0% |
Q1 2021 | $895,000 | +1.6% | 12,389 | -4.2% | 0.01% | 0.0% |
Q4 2020 | $881,000 | -4.4% | 12,931 | -16.0% | 0.01% | -16.7% |
Q3 2020 | $922,000 | -21.5% | 15,386 | -27.1% | 0.01% | -33.3% |
Q2 2020 | $1,174,000 | -51.2% | 21,096 | -57.9% | 0.01% | -60.9% |
Q1 2020 | $2,408,000 | -24.4% | 50,106 | +11.8% | 0.02% | -8.0% |
Q4 2019 | $3,186,000 | +39.6% | 44,800 | +24.7% | 0.02% | +25.0% |
Q3 2019 | $2,282,000 | -3.0% | 35,930 | -0.7% | 0.02% | -9.1% |
Q2 2019 | $2,352,000 | +2.9% | 36,172 | +4.2% | 0.02% | 0.0% |
Q1 2019 | $2,285,000 | -13.1% | 34,720 | -20.3% | 0.02% | -24.1% |
Q4 2018 | $2,628,000 | +1.7% | 43,562 | +19.9% | 0.03% | +16.0% |
Q3 2018 | $2,584,000 | +12.1% | 36,319 | +13.4% | 0.02% | +4.2% |
Q2 2018 | $2,305,000 | -0.9% | 32,035 | +5.3% | 0.02% | -7.7% |
Q1 2018 | $2,326,000 | +0.5% | 30,430 | +0.9% | 0.03% | -3.7% |
Q4 2017 | $2,315,000 | -0.8% | 30,145 | -4.5% | 0.03% | -12.9% |
Q3 2017 | $2,334,000 | -8.3% | 31,561 | -13.8% | 0.03% | -16.2% |
Q2 2017 | $2,546,000 | -20.0% | 36,614 | -24.6% | 0.04% | -31.5% |
Q1 2017 | $3,181,000 | -47.9% | 48,587 | -52.3% | 0.05% | -53.0% |
Q4 2016 | $6,111,000 | -22.1% | 101,817 | -20.3% | 0.12% | -21.2% |
Q3 2016 | $7,843,000 | -12.5% | 127,791 | -20.0% | 0.15% | -23.2% |
Q2 2016 | $8,959,000 | -9.7% | 159,666 | -5.2% | 0.19% | -15.2% |
Q1 2016 | $9,923,000 | +6.3% | 168,467 | +4.8% | 0.22% | +1.4% |
Q4 2015 | $9,337,000 | +7.0% | 160,702 | +1.6% | 0.22% | -11.6% |
Q3 2015 | $8,728,000 | -6.6% | 158,201 | +2.1% | 0.25% | -3.1% |
Q2 2015 | $9,346,000 | +2.2% | 154,894 | +0.4% | 0.26% | -0.8% |
Q1 2015 | $9,146,000 | +11.9% | 154,340 | +4.9% | 0.26% | +2.8% |
Q4 2014 | $8,170,000 | -3.4% | 147,158 | +3.0% | 0.25% | +1.6% |
Q3 2014 | $8,458,000 | -4.8% | 142,913 | +4.2% | 0.25% | -19.7% |
Q2 2014 | $8,887,000 | +7.8% | 137,187 | +8.2% | 0.31% | -0.6% |
Q1 2014 | $8,245,000 | +2.7% | 126,789 | -0.5% | 0.31% | -5.2% |
Q4 2013 | $8,028,000 | +13.2% | 127,412 | +7.9% | 0.33% | +5.8% |
Q3 2013 | $7,094,000 | +25.1% | 118,049 | +8.8% | 0.31% | +8.0% |
Q2 2013 | $5,669,000 | – | 108,524 | – | 0.29% | – |
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% |