WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,913,726 | -24.0% | 68,100 | -19.8% | 0.04% | -22.2% |
| Q2 2023 | $5,146,353 | +11.4% | 84,867 | +11.9% | 0.04% | +2.3% |
| Q1 2023 | $4,621,611 | +207.3% | 75,839 | +40.6% | 0.04% | -42.1% |
| Q4 2022 | $1,504,179 | +4.7% | 53,949 | +93.2% | 0.08% | +347.1% |
| Q3 2022 | $1,436,000 | -2.9% | 27,925 | +10.2% | 0.02% | +30.8% |
| Q2 2022 | $1,479,000 | -6.6% | 25,341 | +9.9% | 0.01% | +8.3% |
| Q1 2022 | $1,583,000 | -6.3% | 23,067 | +0.5% | 0.01% | -7.7% |
| Q4 2021 | $1,690,000 | -25.7% | 22,954 | -25.1% | 0.01% | -7.1% |
| Q3 2021 | $2,275,000 | +100.6% | 30,630 | +101.9% | 0.01% | +40.0% |
| Q2 2021 | $1,134,000 | +29.7% | 15,174 | +25.5% | 0.01% | +25.0% |
| Q1 2021 | $874,000 | -20.6% | 12,094 | -25.2% | 0.01% | -27.3% |
| Q4 2020 | $1,101,000 | +152.5% | 16,164 | +122.1% | 0.01% | +83.3% |
| Q3 2020 | $436,000 | -2.5% | 7,279 | -9.4% | 0.01% | 0.0% |
| Q2 2020 | $447,000 | -24.2% | 8,030 | -34.6% | 0.01% | -45.5% |
| Q1 2020 | $590,000 | -80.1% | 12,284 | -70.6% | 0.01% | -76.1% |
| Q4 2019 | $2,972,000 | -8.8% | 41,795 | -18.0% | 0.05% | -9.8% |
| Q3 2019 | $3,259,000 | +33.4% | 50,961 | +35.7% | 0.05% | +15.9% |
| Q2 2019 | $2,443,000 | +17.1% | 37,567 | +18.5% | 0.04% | +7.3% |
| Q1 2019 | $2,087,000 | +4.0% | 31,706 | -4.7% | 0.04% | -14.6% |
| Q4 2018 | $2,006,000 | +2.9% | 33,263 | +21.4% | 0.05% | +20.0% |
| Q3 2018 | $1,950,000 | +6.0% | 27,406 | +6.4% | 0.04% | +33.3% |
| Q2 2018 | $1,839,000 | +16.5% | 25,754 | +24.8% | 0.03% | -51.6% |
| Q1 2018 | $1,578,000 | -37.8% | 20,642 | -36.2% | 0.06% | -42.1% |
| Q4 2017 | $2,538,000 | +127.8% | 32,349 | +114.5% | 0.11% | +282.1% |
| Q3 2017 | $1,114,000 | +17.5% | 15,081 | +10.1% | 0.03% | +7.7% |
| Q2 2017 | $948,000 | +17.0% | 13,696 | +10.4% | 0.03% | +13.0% |
| Q1 2017 | $810,000 | +7.0% | 12,404 | 0.0% | 0.02% | -8.0% |
| Q4 2016 | $757,000 | +5723.1% | 12,404 | +5538.2% | 0.02% | +2400.0% |
| Q3 2014 | $13,000 | -94.1% | 220 | -93.5% | 0.00% | -95.7% |
| Q1 2014 | $221,000 | -48.5% | 3,402 | -50.1% | 0.02% | -52.1% |
| Q4 2013 | $429,000 | – | 6,812 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |