WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $119,479 | -18.4% | 2,323 | -7.4% | 0.01% | -16.7% |
| Q2 2022 | $146,493 | -13.5% | 2,509 | +1.7% | 0.01% | 0.0% |
| Q1 2022 | $169,428 | -6.8% | 2,468 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $181,772 | -18.1% | 2,468 | -17.5% | 0.01% | -25.0% |
| Q3 2021 | $221,955 | +9.6% | 2,990 | +10.3% | 0.01% | 0.0% |
| Q2 2021 | $202,433 | +4.1% | 2,711 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $194,447 | -0.2% | 2,692 | -5.9% | 0.01% | -20.0% |
| Q4 2020 | $194,804 | -4.0% | 2,860 | -15.5% | 0.01% | -16.7% |
| Q3 2020 | $202,825 | -12.7% | 3,386 | -18.9% | 0.01% | -20.0% |
| Q2 2020 | $232,256 | -21.5% | 4,175 | -32.2% | 0.02% | -40.0% |
| Q1 2020 | $295,968 | -33.1% | 6,160 | -0.9% | 0.02% | -19.4% |
| Q4 2019 | $442,271 | +3.1% | 6,219 | -7.9% | 0.03% | -11.4% |
| Q3 2019 | $429,019 | -1.3% | 6,754 | +1.0% | 0.04% | -5.4% |
| Q2 2019 | $434,569 | -2.1% | 6,684 | -0.9% | 0.04% | -11.9% |
| Q1 2019 | $443,849 | +21.9% | 6,744 | +11.7% | 0.04% | -6.7% |
| Q4 2018 | $364,116 | -16.1% | 6,036 | -1.0% | 0.04% | -10.0% |
| Q3 2018 | $433,877 | -8.2% | 6,099 | -7.2% | 0.05% | -21.9% |
| Q2 2018 | $472,706 | -2.4% | 6,570 | +3.7% | 0.06% | -11.1% |
| Q1 2018 | $484,200 | -7.4% | 6,335 | -7.0% | 0.07% | -13.3% |
| Q4 2017 | $522,956 | – | 6,809 | – | 0.08% | – |
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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% |