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 | $15,000 | +15.4% | 220 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -31.2% | 220 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $16,000 | -11.1% | 220 | -24.1% | 0.01% | -14.3% |
| Q3 2019 | $18,000 | -5.3% | 290 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $19,000 | 0.0% | 290 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $19,000 | – | 290 | – | 0.01% | – |
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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% |