WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 132 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,783 | -10.6% | 7,148 | -7.5% | 0.00% | 0.0% |
| Q2 2023 | $459,515 | -3.5% | 7,728 | -1.1% | 0.00% | -25.0% |
| Q1 2023 | $476,398 | -4.0% | 7,817 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $496,004 | +51.2% | 8,558 | +34.4% | 0.00% | 0.0% |
| Q3 2022 | $328,000 | -29.9% | 6,369 | -20.6% | 0.00% | -33.3% |
| Q2 2022 | $468,000 | -69.1% | 8,022 | -63.7% | 0.01% | -66.7% |
| Q1 2022 | $1,517,000 | -15.4% | 22,101 | -9.3% | 0.02% | -18.2% |
| Q4 2021 | $1,794,000 | -10.5% | 24,363 | -9.8% | 0.02% | -18.5% |
| Q3 2021 | $2,004,000 | -0.2% | 27,000 | +0.4% | 0.03% | -3.6% |
| Q2 2021 | $2,009,000 | +29.4% | 26,898 | +25.2% | 0.03% | -15.2% |
| Q1 2021 | $1,552,000 | +9.6% | 21,488 | +3.4% | 0.03% | 0.0% |
| Q4 2020 | $1,416,000 | +16.8% | 20,791 | +2.7% | 0.03% | +3.1% |
| Q3 2020 | $1,212,000 | +9.1% | 20,237 | +1.4% | 0.03% | +6.7% |
| Q2 2020 | $1,111,000 | +27.1% | 19,965 | +9.8% | 0.03% | +3.4% |
| Q1 2020 | $874,000 | -25.9% | 18,186 | +9.2% | 0.03% | -9.4% |
| Q4 2019 | $1,179,000 | +22.3% | 16,649 | +9.2% | 0.03% | +10.3% |
| Q3 2019 | $964,000 | +1.3% | 15,250 | +4.1% | 0.03% | 0.0% |
| Q2 2019 | $952,000 | +11.3% | 14,654 | +13.0% | 0.03% | +3.6% |
| Q1 2019 | $855,000 | -6.1% | 12,964 | -14.2% | 0.03% | -20.0% |
| Q4 2018 | $911,000 | -22.9% | 15,107 | -9.5% | 0.04% | -14.6% |
| Q3 2018 | $1,181,000 | +5.5% | 16,695 | +13.8% | 0.04% | -16.3% |
| Q1 2018 | $1,119,000 | +9.7% | 14,675 | +10.3% | 0.05% | +14.0% |
| Q4 2017 | $1,020,000 | +59.4% | 13,309 | +53.6% | 0.04% | +48.3% |
| Q3 2017 | $640,000 | +46.1% | 8,664 | +37.7% | 0.03% | +38.1% |
| Q2 2017 | $438,000 | +7.1% | 6,292 | +0.6% | 0.02% | +10.5% |
| Q1 2017 | $409,000 | +12.7% | 6,252 | +3.6% | 0.02% | 0.0% |
| Q4 2016 | $363,000 | -45.6% | 6,032 | -44.5% | 0.02% | -24.0% |
| Q3 2016 | $667,000 | +74.6% | 10,865 | +58.6% | 0.02% | +13.6% |
| Q2 2016 | $382,000 | -5.2% | 6,850 | 0.0% | 0.02% | -12.0% |
| Q1 2016 | $403,000 | -12.8% | 6,850 | -13.7% | 0.02% | -13.8% |
| Q4 2015 | $462,000 | +14.4% | 7,942 | +9.1% | 0.03% | +3.6% |
| Q3 2015 | $404,000 | -1.0% | 7,282 | +6.3% | 0.03% | +7.7% |
| Q2 2015 | $408,000 | 0.0% | 6,850 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $408,000 | -62.6% | 6,850 | -65.1% | 0.03% | -66.2% |
| Q4 2014 | $1,090,000 | -9.0% | 19,642 | -2.9% | 0.08% | -6.1% |
| Q3 2014 | $1,198,000 | -7.5% | 20,239 | +1.0% | 0.08% | -3.5% |
| Q2 2014 | $1,295,000 | +7.0% | 20,042 | +7.7% | 0.08% | -2.3% |
| Q1 2014 | $1,210,000 | +11.8% | 18,615 | +8.5% | 0.09% | +4.8% |
| Q4 2013 | $1,082,000 | +85.6% | 17,163 | +76.9% | 0.08% | +66.0% |
| Q3 2013 | $583,000 | +12.8% | 9,703 | -1.9% | 0.05% | -2.0% |
| Q2 2013 | $517,000 | -29.8% | 9,889 | -25.2% | 0.05% | -32.0% |
| Q1 2013 | $736,000 | – | 13,223 | – | 0.08% | – |
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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% |