WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $24,000 | 0.0% | 404 | -9.6% | 0.00% | -25.0% |
| Q2 2020 | $24,000 | +14.3% | 447 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -80.6% | 447 | -70.5% | 0.00% | -78.9% |
| Q4 2019 | $108,000 | +12.5% | 1,517 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $96,000 | -11.1% | 1,517 | -9.0% | 0.02% | -13.6% |
| Q2 2019 | $108,000 | -5.3% | 1,667 | -4.5% | 0.02% | -4.3% |
| Q1 2019 | $114,000 | +11.8% | 1,745 | +2.6% | 0.02% | -8.0% |
| Q4 2018 | $102,000 | -15.7% | 1,700 | 0.0% | 0.02% | +13.6% |
| Q3 2018 | $121,000 | +9.0% | 1,700 | +9.7% | 0.02% | 0.0% |
| Q2 2018 | $111,000 | – | 1,550 | – | 0.02% | – |
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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% |