WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 196 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $201,000 | -9.0% | 2,831 | -18.6% | 0.03% | -12.8% |
| Q3 2019 | $221,000 | -2.2% | 3,476 | 0.0% | 0.04% | -4.9% |
| Q2 2019 | $226,000 | -1.3% | 3,476 | 0.0% | 0.04% | -4.7% |
| Q1 2019 | $229,000 | +9.0% | 3,476 | 0.0% | 0.04% | -6.5% |
| Q4 2018 | $210,000 | -15.0% | 3,476 | 0.0% | 0.05% | -4.2% |
| Q3 2018 | $247,000 | -1.2% | 3,476 | 0.0% | 0.05% | -5.9% |
| Q2 2018 | $250,000 | -6.0% | 3,476 | 0.0% | 0.05% | -7.3% |
| Q1 2018 | $266,000 | +3.1% | 3,476 | +3.6% | 0.06% | -3.5% |
| Q4 2017 | $258,000 | +14.2% | 3,356 | +9.8% | 0.06% | +7.5% |
| Q3 2017 | $226,000 | +5.6% | 3,056 | -1.6% | 0.05% | -3.6% |
| Q2 2017 | $214,000 | -11.9% | 3,105 | -16.5% | 0.06% | -17.9% |
| Q1 2017 | $243,000 | – | 3,720 | – | 0.07% | – |
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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% |