WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 115 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,260 | -3.3% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $213,402 | -2.4% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $218,714 | +5.1% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $208,018 | +12.4% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $185,000 | +1955.6% | 3,589 | +2726.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 127 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 127 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 127 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -85.7% | 127 | -80.2% | 0.00% | – |
| Q1 2019 | $42,000 | +7.7% | 640 | 0.0% | 0.00% | – |
| Q4 2018 | $39,000 | -55.7% | 640 | -48.2% | 0.00% | -100.0% |
| Q3 2018 | $88,000 | -8.3% | 1,235 | -7.5% | 0.00% | 0.0% |
| Q2 2018 | $96,000 | +772.7% | 1,335 | +840.1% | 0.00% | – |
| Q4 2017 | $11,000 | +22.2% | 142 | +5.2% | 0.00% | – |
| Q1 2017 | $9,000 | +50.0% | 135 | +33.7% | 0.00% | – |
| Q4 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2014 | $6,000 | -14.3% | 101 | 0.0% | 0.00% | – |
| Q2 2014 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2014 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | – |
| Q4 2013 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2013 | $6,000 | +20.0% | 101 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 101 | – | 0.00% | – |
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% |