WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $280 | -2.8% | 4,760 | +0.1% | 0.04% | -5.0% |
| Q1 2023 | $288 | +2.9% | 4,754 | -1.6% | 0.04% | +5.3% |
| Q4 2022 | $280 | -99.9% | 4,833 | -3.2% | 0.04% | -5.0% |
| Q3 2022 | $257,000 | -93.4% | 4,994 | -91.1% | 0.04% | -93.1% |
| Q2 2022 | $3,896,000 | 0.0% | 56,394 | 0.0% | 0.58% | +11.8% |
| Q1 2022 | $3,896,000 | -4.4% | 56,394 | +2.3% | 0.52% | -2.1% |
| Q4 2021 | $4,077,000 | +0.0% | 55,128 | +0.3% | 0.53% | -3.1% |
| Q3 2021 | $4,076,000 | +1.0% | 54,947 | +0.0% | 0.55% | -4.4% |
| Q2 2021 | $4,037,000 | +3.6% | 54,931 | -1.1% | 0.57% | -6.2% |
| Q1 2021 | $3,897,000 | 0.0% | 55,518 | 0.0% | 0.61% | 0.0% |
| Q4 2020 | $3,897,000 | +16.9% | 55,518 | -0.3% | 0.61% | +2.3% |
| Q3 2020 | $3,334,000 | +7.1% | 55,659 | -0.6% | 0.60% | -0.7% |
| Q2 2020 | $3,114,000 | -51.7% | 56,010 | -51.7% | 0.60% | +16.5% |
| Q1 2020 | $6,449,000 | +54.4% | 116,073 | +97.6% | 0.52% | -1.7% |
| Q4 2019 | $4,178,000 | +14.2% | 58,744 | +1.5% | 0.52% | -16.0% |
| Q3 2019 | $3,660,000 | -1.6% | 57,854 | +1.2% | 0.62% | -1.6% |
| Q2 2019 | $3,718,000 | +1.8% | 57,175 | +3.1% | 0.63% | +6.0% |
| Q1 2019 | $3,651,000 | +17.4% | 55,475 | +7.3% | 0.60% | +2.6% |
| Q4 2018 | $3,111,000 | -10.7% | 51,684 | +5.6% | 0.58% | -0.9% |
| Q3 2018 | $3,483,000 | -1.4% | 48,958 | -0.3% | 0.59% | -1.5% |
| Q2 2018 | $3,532,000 | +0.8% | 49,095 | +7.1% | 0.60% | -0.2% |
| Q1 2018 | $3,505,000 | +22.8% | 45,853 | +23.4% | 0.60% | +20.3% |
| Q4 2017 | $2,854,000 | – | 37,155 | – | 0.50% | – |
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% |