WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $927,000 | +14.2% | 12,414 | +14.2% | 0.29% | -14.8% |
Q1 2021 | $812,000 | +16.8% | 10,869 | +6.5% | 0.34% | +7.0% |
Q4 2020 | $695,000 | +12.3% | 10,203 | -0.4% | 0.32% | -6.8% |
Q3 2020 | $619,000 | +8.2% | 10,246 | -0.2% | 0.34% | -5.6% |
Q2 2020 | $572,000 | +66.3% | 10,266 | +37.7% | 0.36% | +54.7% |
Q1 2020 | $344,000 | -50.3% | 7,454 | -23.4% | 0.23% | -42.3% |
Q4 2019 | $692,000 | +18.7% | 9,735 | +5.6% | 0.40% | +3.1% |
Q3 2019 | $583,000 | -1.9% | 9,216 | +1.6% | 0.39% | -4.4% |
Q2 2019 | $594,000 | +2.6% | 9,073 | +4.6% | 0.41% | -5.8% |
Q1 2019 | $579,000 | +35.9% | 8,670 | +22.8% | 0.43% | +38.3% |
Q4 2018 | $426,000 | -3.4% | 7,059 | +14.3% | 0.31% | +6.8% |
Q3 2018 | $441,000 | +14.2% | 6,175 | +15.1% | 0.29% | +3.5% |
Q2 2018 | $386,000 | +11.9% | 5,365 | +18.9% | 0.28% | -2.1% |
Q1 2018 | $345,000 | – | 4,511 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |