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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,166 | -9.5% | 13,192 | -6.4% | 0.04% | -13.6% |
| Q2 2023 | $837,946 | +6.6% | 14,093 | +9.3% | 0.04% | -2.2% |
| Q1 2023 | $785,725 | +16.7% | 12,893 | +11.0% | 0.04% | +7.1% |
| Q4 2022 | $673,348 | +42.1% | 11,617 | +25.9% | 0.04% | +16.7% |
| Q3 2022 | $474,000 | +99.2% | 9,224 | +126.6% | 0.04% | +71.4% |
| Q2 2022 | $238,000 | -10.5% | 4,070 | +5.0% | 0.02% | +5.0% |
| Q1 2022 | $266,000 | +14.2% | 3,876 | +23.4% | 0.02% | +5.3% |
| Q3 2021 | $233,000 | +95.8% | 3,141 | +98.2% | 0.02% | -40.6% |
| Q1 2018 | $119,000 | -4.8% | 1,585 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $125,000 | +6.8% | 1,585 | 0.0% | 0.03% | -34.0% |
| Q3 2017 | $117,000 | +1200.0% | 1,585 | +5.7% | 0.05% | +1150.0% |
| Q2 2017 | $9,000 | – | 1,500 | – | 0.00% | – |
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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% |