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 2021 | $150,000 | -58.0% | 2,082 | -67.5% | 0.04% | -66.9% |
| Q2 2020 | $357,000 | +35600.0% | 6,412 | +20583.9% | 0.12% | – |
| Q1 2020 | $1,000 | -50.0% | 31 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | -81.8% | 31 | -81.3% | 0.00% | -75.0% |
| Q3 2019 | $11,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 166 | +1.8% | 0.00% | -20.0% |
| Q1 2019 | $11,000 | +10.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 163 | +0.6% | 0.01% | -16.7% |
| Q3 2018 | $12,000 | 0.0% | 162 | +0.6% | 0.01% | -14.3% |
| Q2 2018 | $12,000 | +500.0% | 161 | +419.4% | 0.01% | +600.0% |
| Q1 2018 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | – | 31 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |