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 2019 | $42,000 | +13.5% | 590 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $37,000 | -2.6% | 590 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $38,000 | -2.6% | 590 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $39,000 | +8.3% | 590 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $36,000 | -14.3% | 590 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $42,000 | 0.0% | 590 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $42,000 | -50.6% | 590 | -46.8% | 0.02% | -52.8% |
| Q1 2018 | $85,000 | -97.5% | 1,110 | -98.0% | 0.04% | -96.9% |
| Q3 2016 | $3,350,000 | +9.4% | 54,590 | 0.0% | 1.14% | +14.6% |
| Q2 2016 | $3,063,000 | -4.7% | 54,590 | 0.0% | 1.00% | -16.6% |
| Q1 2016 | $3,215,000 | +1.4% | 54,590 | 0.0% | 1.20% | 0.0% |
| Q4 2015 | $3,172,000 | +5.3% | 54,590 | 0.0% | 1.20% | +0.8% |
| Q3 2015 | $3,012,000 | -8.6% | 54,590 | 0.0% | 1.19% | -0.7% |
| Q2 2015 | $3,294,000 | +86.0% | 54,590 | +82.7% | 1.19% | +80.1% |
| Q1 2015 | $1,771,000 | +6.8% | 29,877 | 0.0% | 0.66% | +6.2% |
| Q4 2014 | $1,659,000 | -6.2% | 29,877 | 0.0% | 0.62% | -11.5% |
| Q3 2014 | $1,768,000 | -8.6% | 29,877 | 0.0% | 0.70% | -20.2% |
| Q2 2014 | $1,935,000 | -0.4% | 29,877 | 0.0% | 0.88% | -3.0% |
| Q1 2014 | $1,943,000 | +3.2% | 29,877 | 0.0% | 0.91% | +5.4% |
| Q4 2013 | $1,883,000 | +54.6% | 29,877 | +47.3% | 0.86% | +44.0% |
| Q3 2013 | $1,218,000 | +31.5% | 20,277 | +14.4% | 0.60% | +30.2% |
| Q2 2013 | $926,000 | – | 17,727 | – | 0.46% | – |
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% |