WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 184 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $509,000 | +1.4% | 7,480 | -10.7% | 0.06% | +1.8% |
| Q3 2020 | $502,000 | -1.0% | 8,378 | -8.2% | 0.06% | 0.0% |
| Q2 2020 | $507,000 | -10.9% | 9,122 | +9.4% | 0.06% | +10.0% |
| Q1 2020 | $569,000 | +183.1% | 8,338 | +193.6% | 0.05% | +284.6% |
| Q3 2018 | $201,000 | -2.9% | 2,840 | -1.2% | 0.01% | +8.3% |
| Q2 2018 | $207,000 | -11.5% | 2,874 | -6.1% | 0.01% | 0.0% |
| Q1 2018 | $234,000 | -0.4% | 3,061 | -0.2% | 0.01% | 0.0% |
| Q4 2017 | $235,000 | – | 3,066 | – | 0.01% | – |
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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% |