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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -58.8% | 9,400 | -39.1% | 0.30% | -32.7% |
| Q4 2019 | $1,097,000 | +5.8% | 15,425 | -5.5% | 0.44% | -1.6% |
| Q3 2019 | $1,037,000 | +29.5% | 16,325 | +32.5% | 0.45% | +3.2% |
| Q2 2019 | $801,000 | -6.1% | 12,325 | -4.9% | 0.43% | +0.2% |
| Q1 2019 | $853,000 | -8.3% | 12,960 | -15.9% | 0.43% | -17.5% |
| Q4 2018 | $930,000 | -19.1% | 15,410 | -4.7% | 0.52% | -4.2% |
| Q3 2018 | $1,150,000 | -12.3% | 16,170 | -11.3% | 0.55% | -16.0% |
| Q2 2018 | $1,311,000 | -17.9% | 18,225 | -12.8% | 0.65% | -8.2% |
| Q1 2018 | $1,597,000 | -8.7% | 20,895 | -8.2% | 0.71% | -10.2% |
| Q4 2017 | $1,749,000 | – | 22,770 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
| INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
| Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
| LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
| Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
| FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
| Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
| Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
| WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
| FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |