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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $29,000 | -3.3% | 450 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $30,000 | +11.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | -41.3% | 450 | -30.8% | 0.01% | -33.3% |
| Q3 2018 | $46,000 | -2.1% | 650 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $47,000 | -21.7% | 650 | -17.5% | 0.01% | -35.0% |
| Q1 2018 | $60,000 | -61.8% | 788 | -61.4% | 0.02% | -48.7% |
| Q4 2017 | $157,000 | -6.0% | 2,042 | -9.7% | 0.04% | -31.6% |
| Q3 2017 | $167,000 | -21.2% | 2,262 | -25.7% | 0.06% | -21.9% |
| Q2 2017 | $212,000 | +6.5% | 3,046 | 0.0% | 0.07% | -2.7% |
| Q1 2017 | $199,000 | – | 3,046 | – | 0.08% | – |
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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% |