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 | $215,283 | -3.3% | 3,746 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $222,738 | -2.4% | 3,746 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $228,282 | +5.1% | 3,746 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $217,118 | +12.5% | 3,746 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $193,000 | -14.6% | 3,746 | -3.4% | 0.03% | -11.4% |
| Q2 2022 | $226,000 | -15.4% | 3,879 | 0.0% | 0.04% | -12.5% |
| Q1 2022 | $267,000 | -6.6% | 3,879 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $286,000 | -0.7% | 3,879 | 0.0% | 0.04% | -4.5% |
| Q3 2021 | $288,000 | -0.7% | 3,879 | 0.0% | 0.04% | -10.2% |
| Q2 2021 | $290,000 | -28.2% | 3,879 | -30.7% | 0.05% | -71.3% |
| Q1 2021 | $404,000 | +6.0% | 5,594 | 0.0% | 0.17% | +0.6% |
| Q4 2020 | $381,000 | +13.7% | 5,594 | 0.0% | 0.17% | +28.8% |
| Q3 2020 | $335,000 | +5.7% | 5,594 | -2.0% | 0.13% | -2.9% |
| Q2 2020 | $317,000 | +3.9% | 5,707 | -10.2% | 0.14% | -9.3% |
| Q1 2020 | $305,000 | -55.9% | 6,354 | -34.6% | 0.15% | -44.0% |
| Q4 2019 | $691,000 | +7.0% | 9,720 | -4.4% | 0.27% | -6.6% |
| Q3 2019 | $646,000 | -2.3% | 10,170 | 0.0% | 0.29% | -3.7% |
| Q2 2019 | $661,000 | -14.2% | 10,170 | -13.1% | 0.30% | -12.1% |
| Q1 2019 | $770,000 | +5.6% | 11,703 | -3.2% | 0.34% | -4.0% |
| Q4 2018 | $729,000 | -16.1% | 12,092 | -1.0% | 0.35% | -2.8% |
| Q3 2018 | $869,000 | -1.1% | 12,218 | 0.0% | 0.36% | -7.2% |
| Q2 2018 | $879,000 | -13.0% | 12,218 | -7.6% | 0.39% | -16.5% |
| Q1 2018 | $1,010,000 | -0.5% | 13,218 | 0.0% | 0.47% | +4.9% |
| Q4 2017 | $1,015,000 | +3.9% | 13,218 | 0.0% | 0.45% | -6.7% |
| Q3 2017 | $977,000 | +6.3% | 13,218 | 0.0% | 0.48% | +1.9% |
| Q2 2017 | $919,000 | +8.9% | 13,218 | +2.5% | 0.47% | +6.6% |
| Q1 2017 | $844,000 | -1.9% | 12,893 | -10.1% | 0.44% | -2.4% |
| Q4 2016 | $860,000 | -2.7% | 14,334 | -0.5% | 0.45% | -6.2% |
| Q3 2016 | $884,000 | +7.8% | 14,410 | -1.4% | 0.48% | +5.7% |
| Q2 2016 | $820,000 | -7.6% | 14,610 | -3.0% | 0.46% | -7.5% |
| Q1 2016 | $887,000 | +2.3% | 15,060 | +0.9% | 0.49% | +1.9% |
| Q4 2015 | $867,000 | +35.5% | 14,930 | +28.8% | 0.48% | +25.1% |
| Q3 2015 | $640,000 | +204.8% | 11,595 | +233.2% | 0.39% | +221.7% |
| Q2 2015 | $210,000 | – | 3,480 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |