WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 184 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,176 | -8.0% | 43,661 | -4.8% | 0.66% | +0.9% |
| Q2 2023 | $2,727,444 | -1.1% | 45,870 | +1.3% | 0.65% | -8.3% |
| Q1 2023 | $2,758,252 | +7.4% | 45,262 | +2.1% | 0.71% | -2.2% |
| Q4 2022 | $2,568,746 | +8.6% | 44,319 | -3.6% | 0.72% | -4.7% |
| Q3 2022 | $2,364,432 | -5.5% | 45,965 | +7.2% | 0.76% | -3.1% |
| Q2 2022 | $2,503,000 | -12.1% | 42,868 | +3.3% | 0.78% | +6.1% |
| Q1 2022 | $2,849,000 | -4.5% | 41,506 | +2.5% | 0.74% | -3.4% |
| Q4 2021 | $2,984,000 | +8.5% | 40,513 | +9.3% | 0.76% | -7.4% |
| Q3 2021 | $2,751,000 | +5.0% | 37,056 | +5.7% | 0.83% | +9.1% |
| Q2 2021 | $2,619,000 | +7.6% | 35,064 | +4.1% | 0.76% | -10.2% |
| Q1 2021 | $2,433,000 | +11.1% | 33,680 | +4.8% | 0.84% | +8.8% |
| Q4 2020 | $2,190,000 | +15.8% | 32,149 | +1.8% | 0.78% | +4.3% |
| Q3 2020 | $1,892,000 | -3.5% | 31,581 | -10.4% | 0.74% | -15.0% |
| Q2 2020 | $1,961,000 | +9.7% | 35,252 | -5.2% | 0.87% | -11.9% |
| Q1 2020 | $1,787,000 | -33.3% | 37,183 | -1.4% | 0.99% | -12.9% |
| Q4 2019 | $2,681,000 | +12.6% | 37,693 | +0.5% | 1.14% | +8.5% |
| Q3 2019 | $2,382,000 | +2.1% | 37,499 | +4.5% | 1.05% | -2.4% |
| Q2 2019 | $2,334,000 | +0.5% | 35,896 | +1.7% | 1.08% | -4.8% |
| Q1 2019 | $2,323,000 | +7.4% | 35,294 | -1.5% | 1.13% | -13.9% |
| Q4 2018 | $2,162,000 | – | 35,844 | – | 1.31% | – |
Download | ||||||
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% |