WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $270,000 | +3.4% | 3,964 | -9.2% | 0.01% | 0.0% |
| Q3 2020 | $261,000 | -27.1% | 4,364 | -32.2% | 0.01% | -33.3% |
| Q2 2020 | $358,000 | -15.6% | 6,437 | -27.1% | 0.01% | -25.0% |
| Q1 2020 | $424,000 | -68.0% | 8,824 | -52.6% | 0.01% | -61.3% |
| Q4 2019 | $1,325,000 | +11.3% | 18,634 | -0.6% | 0.03% | +3.3% |
| Q3 2019 | $1,191,000 | -13.9% | 18,755 | -11.8% | 0.03% | -16.7% |
| Q2 2019 | $1,383,000 | -34.3% | 21,268 | -33.5% | 0.04% | -36.8% |
| Q1 2019 | $2,106,000 | -22.3% | 32,003 | -28.8% | 0.06% | -31.3% |
| Q4 2018 | $2,710,000 | -18.8% | 44,931 | -4.3% | 0.08% | -11.7% |
| Q3 2018 | $3,339,000 | -2.9% | 46,942 | -1.8% | 0.09% | -9.6% |
| Q2 2018 | $3,440,000 | -6.1% | 47,817 | -0.2% | 0.10% | -8.0% |
| Q1 2018 | $3,662,000 | -0.9% | 47,917 | -0.4% | 0.11% | +2.7% |
| Q4 2017 | $3,694,000 | +3.7% | 48,104 | -0.1% | 0.11% | 0.0% |
| Q3 2017 | $3,562,000 | +5.6% | 48,169 | -0.7% | 0.11% | +6.8% |
| Q2 2017 | $3,374,000 | +5.3% | 48,519 | -0.9% | 0.10% | +5.1% |
| Q1 2017 | $3,204,000 | +5.2% | 48,938 | -3.6% | 0.10% | -1.0% |
| Q4 2016 | $3,047,000 | -2.0% | 50,754 | +0.2% | 0.10% | -6.6% |
| Q3 2016 | $3,109,000 | +7.1% | 50,660 | -2.1% | 0.11% | +3.9% |
| Q2 2016 | $2,904,000 | -7.0% | 51,760 | -2.3% | 0.10% | -7.3% |
| Q1 2016 | $3,121,000 | +3.0% | 52,974 | +1.5% | 0.11% | -14.7% |
| Q4 2015 | $3,031,000 | +5.3% | 52,172 | 0.0% | 0.13% | -0.8% |
| Q3 2015 | $2,879,000 | -9.4% | 52,172 | -0.9% | 0.13% | -1.5% |
| Q2 2015 | $3,177,000 | +1.8% | 52,647 | 0.0% | 0.13% | +2.3% |
| Q1 2015 | $3,121,000 | +6.6% | 52,647 | -0.2% | 0.13% | +4.9% |
| Q4 2014 | $2,929,000 | -7.3% | 52,747 | -1.3% | 0.12% | -11.5% |
| Q3 2014 | $3,161,000 | -11.5% | 53,422 | -3.1% | 0.14% | -9.2% |
| Q2 2014 | $3,571,000 | -0.4% | 55,122 | 0.0% | 0.15% | -3.8% |
| Q1 2014 | $3,585,000 | +3.2% | 55,122 | 0.0% | 0.16% | +3.2% |
| Q4 2013 | $3,473,000 | +2.8% | 55,122 | -1.9% | 0.15% | -1.3% |
| Q3 2013 | $3,377,000 | +14.0% | 56,197 | -0.9% | 0.16% | +13.9% |
| Q2 2013 | $2,961,000 | – | 56,690 | – | 0.14% | – |
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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% |