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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $61,000 | -1.6% | 894 | -12.6% | 0.05% | -3.6% |
| Q3 2019 | $62,000 | -6.1% | 1,023 | -3.6% | 0.06% | -5.2% |
| Q2 2019 | $66,000 | -4.3% | 1,061 | -3.2% | 0.06% | +45.0% |
| Q1 2019 | $69,000 | -10.4% | 1,096 | -16.8% | 0.04% | -23.1% |
| Q4 2018 | $77,000 | -4.9% | 1,317 | +14.6% | 0.05% | +30.0% |
| Q3 2018 | $81,000 | -24.3% | 1,149 | -22.2% | 0.04% | -25.9% |
| Q2 2018 | $107,000 | -6.1% | 1,476 | -1.7% | 0.05% | -11.5% |
| Q1 2018 | $114,000 | -5.8% | 1,501 | -6.0% | 0.06% | -6.2% |
| Q4 2017 | $121,000 | +14.2% | 1,596 | +9.9% | 0.06% | +6.6% |
| Q3 2017 | $106,000 | +19.1% | 1,452 | +9.5% | 0.06% | +10.9% |
| Q2 2017 | $89,000 | +21.9% | 1,326 | +13.1% | 0.06% | -19.1% |
| Q1 2017 | $73,000 | -30.5% | 1,172 | -33.9% | 0.07% | -38.7% |
| Q4 2016 | $105,000 | – | 1,772 | – | 0.11% | – |
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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, INC. | 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% |