WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,913,000 | -5.8% | 40,950 | -15.8% | 0.02% | -13.0% |
| Q3 2019 | $3,092,000 | -1.2% | 48,647 | +1.2% | 0.02% | -4.2% |
| Q2 2019 | $3,129,000 | +0.9% | 48,085 | +2.0% | 0.02% | -7.7% |
| Q1 2019 | $3,102,000 | +20.3% | 47,122 | +10.3% | 0.03% | +4.0% |
| Q4 2018 | $2,579,000 | +87.6% | 42,707 | +121.2% | 0.02% | +78.6% |
| Q3 2018 | $1,375,000 | +7.8% | 19,304 | +9.0% | 0.01% | -22.2% |
| Q2 2018 | $1,276,000 | -5.8% | 17,705 | +0.0% | 0.02% | -5.3% |
| Q1 2018 | $1,354,000 | +22.0% | 17,699 | +22.4% | 0.02% | +26.7% |
| Q4 2017 | $1,110,000 | +16.6% | 14,458 | +12.1% | 0.02% | 0.0% |
| Q3 2017 | $952,000 | -0.4% | 12,892 | -6.3% | 0.02% | -11.8% |
| Q2 2017 | $956,000 | +59.9% | 13,759 | +50.7% | 0.02% | +41.7% |
| Q1 2017 | $598,000 | -40.7% | 9,133 | -45.6% | 0.01% | -47.8% |
| Q4 2016 | $1,009,000 | -0.8% | 16,802 | +1.4% | 0.02% | -4.2% |
| Q3 2016 | $1,017,000 | -2.8% | 16,573 | -11.4% | 0.02% | -14.3% |
| Q2 2016 | $1,046,000 | – | 18,695 | – | 0.03% | – |
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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% |