WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,100 | +8.6% | 2,838 | +12.4% | 0.02% | +8.7% |
| Q2 2023 | $150,196 | +967.0% | 2,526 | +993.5% | 0.02% | +1050.0% |
| Q1 2023 | $14,077 | +28.0% | 231 | +48.1% | 0.00% | -60.0% |
| Q4 2019 | $11,000 | +10.0% | 156 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | +900.0% | 156 | +1014.3% | 0.01% | +400.0% |
| Q1 2019 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | -80.0% | 14 | -78.8% | 0.00% | -66.7% |
| Q2 2018 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | +25.0% | 66 | +26.9% | 0.00% | +50.0% |
| Q4 2017 | $4,000 | – | 52 | – | 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% |
| WESCAP Management Group, Inc. | 86,339 | $6,358,000 | 1.76% |