WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. 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 ↓ |
|---|---|---|---|
| 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% |