WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -0.5% | 2,723 | 0.0% | 0.06% | +8.3% |
| Q3 2021 | $202,000 | -0.5% | 2,723 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $203,000 | -4.7% | 2,723 | -28.8% | 0.06% | -48.3% |
| Q2 2020 | $213,000 | +2.4% | 3,825 | -11.8% | 0.12% | -19.4% |
| Q1 2020 | $208,000 | -24.1% | 4,337 | +12.6% | 0.14% | +6.7% |
| Q4 2019 | $274,000 | +8.7% | 3,851 | -2.8% | 0.14% | -9.4% |
| Q3 2019 | $252,000 | -11.0% | 3,963 | -8.9% | 0.15% | -14.9% |
| Q2 2019 | $283,000 | -12.7% | 4,351 | -11.6% | 0.18% | -18.2% |
| Q1 2019 | $324,000 | +5.9% | 4,924 | -2.9% | 0.21% | -9.7% |
| Q4 2018 | $306,000 | -23.3% | 5,069 | -9.6% | 0.24% | -15.4% |
| Q3 2018 | $399,000 | +5.8% | 5,610 | +7.0% | 0.28% | -16.4% |
| Q2 2018 | $377,000 | +6.2% | 5,243 | +12.8% | 0.34% | +11.7% |
| Q1 2018 | $355,000 | +19.5% | 4,646 | +24.9% | 0.30% | +7.9% |
| Q4 2017 | $297,000 | – | 3,720 | – | 0.28% | – |
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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% |