WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,000 | +37.5% | 306 | -7.3% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -30.4% | 330 | +0.6% | 0.00% | -33.3% |
| Q4 2019 | $23,000 | +109.1% | 328 | +90.7% | 0.00% | +50.0% |
| Q3 2019 | $11,000 | 0.0% | 172 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -67.6% | 171 | -67.0% | 0.00% | -66.7% |
| Q1 2019 | $34,000 | +9.7% | 518 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -16.2% | 518 | +0.2% | 0.01% | -14.3% |
| Q3 2018 | $37,000 | 0.0% | 517 | +0.2% | 0.01% | 0.0% |
| Q2 2018 | $37,000 | -5.1% | 516 | +0.4% | 0.01% | -22.2% |
| Q1 2018 | $39,000 | 0.0% | 514 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $39,000 | +2.6% | 514 | +0.2% | 0.01% | -9.1% |
| Q3 2017 | $38,000 | +40.7% | 513 | +31.5% | 0.01% | -15.4% |
| Q2 2017 | $27,000 | – | 390 | – | 0.01% | – |
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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% |