WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,311 | -9.1% | 5,356 | +0.1% | 0.02% | -5.9% |
| Q2 2023 | $322,746 | -2.9% | 5,349 | +0.1% | 0.02% | -10.5% |
| Q1 2023 | $332,238 | +56.0% | 5,345 | +77.9% | 0.02% | -26.9% |
| Q4 2019 | $213,000 | -3.2% | 3,004 | -7.7% | 0.03% | -21.2% |
| Q1 2019 | $220,000 | +3.8% | 3,254 | -2.5% | 0.03% | +3.1% |
| Q3 2018 | $212,000 | -7.0% | 3,337 | +5.3% | 0.03% | -8.6% |
| Q2 2018 | $228,000 | -5.0% | 3,169 | +1.0% | 0.04% | -14.6% |
| Q1 2018 | $240,000 | -1.6% | 3,138 | -1.2% | 0.04% | +2.5% |
| Q4 2017 | $244,000 | -2.0% | 3,176 | -5.6% | 0.04% | -7.0% |
| Q3 2017 | $249,000 | +67.1% | 3,366 | +46.8% | 0.04% | +10.3% |
| Q2 2017 | $149,000 | +43.3% | 2,293 | +44.3% | 0.04% | +34.5% |
| Q1 2017 | $104,000 | +76.3% | 1,589 | +62.0% | 0.03% | +31.8% |
| Q4 2016 | $59,000 | +7.3% | 981 | +9.9% | 0.02% | 0.0% |
| Q3 2016 | $55,000 | +10.0% | 893 | 0.0% | 0.02% | -8.3% |
| Q2 2016 | $50,000 | -5.7% | 893 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $53,000 | +1.9% | 893 | 0.0% | 0.03% | +8.0% |
| Q4 2015 | $52,000 | +6.1% | 893 | 0.0% | 0.02% | -7.4% |
| Q3 2015 | $49,000 | -54.2% | 893 | -51.6% | 0.03% | -44.9% |
| Q2 2015 | $107,000 | +101.9% | 1,846 | +93.7% | 0.05% | +113.0% |
| Q1 2015 | $53,000 | -52.7% | 953 | -52.9% | 0.02% | -51.1% |
| Q4 2014 | $112,000 | – | 2,022 | – | 0.05% | – |
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% |