WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442 | +49.3% | 7,687 | +50.4% | 0.04% | +12.8% |
| Q4 2022 | $296 | -99.9% | 5,112 | -22.7% | 0.04% | -9.3% |
| Q2 2020 | $368,000 | -57.4% | 6,609 | -45.6% | 0.04% | -48.8% |
| Q4 2019 | $864,000 | +149.0% | 12,145 | +122.6% | 0.08% | +211.1% |
| Q3 2019 | $347,000 | +0.3% | 5,455 | +13.5% | 0.03% | +80.0% |
| Q2 2018 | $346,000 | -71.0% | 4,806 | -69.1% | 0.02% | -76.2% |
| Q4 2017 | $1,194,000 | – | 15,545 | – | 0.06% | – |
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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% |