WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 177 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $405,000 | -16.5% | 6,216 | -8.8% | 0.29% | -4.9% |
| Q4 2019 | $485,000 | +17.4% | 6,816 | +4.6% | 0.31% | +3.7% |
| Q3 2019 | $413,000 | -49.0% | 6,516 | -47.6% | 0.30% | +1.0% |
| Q2 2019 | $810,000 | +98.0% | 12,432 | +100.0% | 0.30% | -6.6% |
| Q1 2019 | $409,000 | -45.5% | 6,216 | -50.0% | 0.32% | -1.9% |
| Q4 2018 | $750,000 | -12.4% | 12,432 | +3.3% | 0.32% | +3.2% |
| Q3 2018 | $856,000 | +12.3% | 12,032 | +13.4% | 0.31% | +2.3% |
| Q2 2018 | $762,000 | -5.2% | 10,612 | 0.0% | 0.30% | -7.3% |
| Q1 2018 | $804,000 | +100.0% | 10,612 | +102.1% | 0.33% | +0.6% |
| Q4 2017 | $402,000 | +3.6% | 5,250 | 0.0% | 0.33% | -2.1% |
| Q3 2017 | $388,000 | +11.2% | 5,250 | +4.0% | 0.33% | -2.1% |
| Q2 2017 | $349,000 | +34.7% | 5,050 | +27.8% | 0.34% | +34.8% |
| Q1 2017 | $259,000 | – | 3,950 | – | 0.25% | – |
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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% |