WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $835,000 | -72.5% | 11,183 | -73.8% | 0.05% | -78.6% |
Q4 2019 | $3,041,000 | +11.8% | 42,763 | -0.2% | 0.22% | +1.4% |
Q3 2019 | $2,721,000 | -17.2% | 42,851 | -15.2% | 0.22% | -18.1% |
Q2 2019 | $3,286,000 | -1.0% | 50,542 | +0.2% | 0.26% | -2.9% |
Q1 2019 | $3,318,000 | +274.1% | 50,426 | +304.4% | 0.27% | +274.0% |
Q3 2018 | $887,000 | -1.1% | 12,470 | 0.0% | 0.07% | -6.4% |
Q2 2018 | $897,000 | -5.9% | 12,470 | 0.0% | 0.08% | -10.3% |
Q1 2018 | $953,000 | -0.5% | 12,470 | 0.0% | 0.09% | -5.4% |
Q4 2017 | $958,000 | +3.9% | 12,470 | 0.0% | 0.09% | -11.5% |
Q3 2017 | $922,000 | +46.6% | 12,470 | +15.1% | 0.10% | +15.6% |
Q4 2015 | $629,000 | +2.3% | 10,830 | -2.8% | 0.09% | -16.7% |
Q3 2015 | $615,000 | +47.8% | 11,146 | +61.5% | 0.11% | +96.4% |
Q2 2015 | $416,000 | – | 6,902 | – | 0.06% | – |
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% |