WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,667,000 | -3.0% | 76,327 | -2.4% | 0.93% | -1.9% |
| Q2 2021 | $5,841,000 | +2.8% | 78,210 | -0.5% | 0.95% | -6.3% |
| Q1 2021 | $5,680,000 | +4.2% | 78,631 | -1.7% | 1.02% | -7.4% |
| Q4 2020 | $5,450,000 | +12.7% | 80,021 | -0.8% | 1.10% | -7.3% |
| Q3 2020 | $4,834,000 | +6.9% | 80,704 | -0.7% | 1.18% | -1.0% |
| Q2 2020 | $4,521,000 | +14.2% | 81,279 | -1.3% | 1.20% | +6.6% |
| Q1 2020 | $3,958,000 | -32.2% | 82,375 | +0.3% | 1.12% | -16.3% |
| Q4 2019 | $5,842,000 | +15.5% | 82,148 | +3.1% | 1.34% | +11.5% |
| Q3 2019 | $5,059,000 | +1.8% | 79,642 | +4.4% | 1.20% | +2.6% |
| Q2 2019 | $4,968,000 | +4.5% | 76,270 | +5.5% | 1.17% | +5.1% |
| Q1 2019 | $4,756,000 | +11.9% | 72,270 | +2.6% | 1.11% | +4.9% |
| Q4 2018 | $4,249,000 | -15.2% | 70,456 | -0.0% | 1.06% | +1.0% |
| Q3 2018 | $5,013,000 | +25.7% | 70,469 | +27.1% | 1.05% | +17.3% |
| Q2 2018 | $3,988,000 | – | 55,431 | – | 0.90% | – |
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% |