WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,010 | -25.8% | 17,192 | -23.2% | 0.00% | – |
| Q2 2023 | $1,331,384 | -21.6% | 22,391 | -19.7% | 0.00% | – |
| Q1 2023 | $1,698,762 | -7.1% | 27,875 | -11.7% | 0.00% | -100.0% |
| Q4 2022 | $1,828,812 | +21.1% | 31,553 | +7.4% | 0.00% | – |
| Q3 2022 | $1,510,000 | -16.8% | 29,369 | -5.5% | 0.00% | -100.0% |
| Q2 2022 | $1,814,000 | -31.2% | 31,076 | -19.1% | 0.00% | 0.0% |
| Q1 2022 | $2,637,000 | -6.8% | 38,417 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,829,000 | -17.5% | 38,410 | -16.9% | 0.00% | 0.0% |
| Q3 2021 | $3,430,000 | +18.8% | 46,201 | +19.5% | 0.00% | 0.0% |
| Q2 2021 | $2,888,000 | +10.8% | 38,670 | +7.2% | 0.00% | 0.0% |
| Q1 2021 | $2,606,000 | +7.2% | 36,074 | +1.0% | 0.00% | 0.0% |
| Q4 2020 | $2,432,000 | -0.5% | 35,716 | -12.5% | 0.00% | 0.0% |
| Q3 2020 | $2,444,000 | +10.6% | 40,802 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $2,210,000 | -14.5% | 39,730 | -26.2% | 0.00% | 0.0% |
| Q1 2020 | $2,585,000 | -69.3% | 53,817 | -54.5% | 0.00% | -50.0% |
| Q4 2019 | $8,408,000 | -17.5% | 118,224 | -26.3% | 0.00% | -33.3% |
| Q3 2019 | $10,189,000 | -26.5% | 160,404 | -24.8% | 0.00% | -25.0% |
| Q2 2019 | $13,870,000 | -14.1% | 213,316 | -13.1% | 0.00% | -20.0% |
| Q1 2019 | $16,148,000 | +25.1% | 245,367 | +14.7% | 0.01% | +25.0% |
| Q4 2018 | $12,908,000 | -16.0% | 213,990 | -0.9% | 0.00% | 0.0% |
| Q3 2018 | $15,358,000 | -12.9% | 215,893 | -11.9% | 0.00% | -20.0% |
| Q2 2018 | $17,629,000 | -3.3% | 245,018 | +2.7% | 0.01% | 0.0% |
| Q1 2018 | $18,235,000 | -5.1% | 238,587 | -4.6% | 0.01% | -16.7% |
| Q4 2017 | $19,206,000 | +0.8% | 250,074 | -2.9% | 0.01% | 0.0% |
| Q3 2017 | $19,047,000 | +48.5% | 257,564 | +39.6% | 0.01% | +50.0% |
| Q2 2017 | $12,827,000 | +14.0% | 184,469 | +7.3% | 0.00% | 0.0% |
| Q1 2017 | $11,256,000 | +37.4% | 171,922 | +26.0% | 0.00% | +33.3% |
| Q4 2016 | $8,192,000 | +32.4% | 136,499 | +35.4% | 0.00% | +50.0% |
| Q3 2016 | $6,185,000 | +9.2% | 100,776 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $5,662,000 | -14.8% | 100,909 | -10.5% | 0.00% | -33.3% |
| Q1 2016 | $6,642,000 | +10.6% | 112,766 | +9.1% | 0.00% | +50.0% |
| Q4 2015 | $6,004,000 | +110.5% | 103,352 | +99.9% | 0.00% | +100.0% |
| Q3 2015 | $2,852,000 | -7.4% | 51,696 | +1.3% | 0.00% | 0.0% |
| Q2 2015 | $3,079,000 | -42.6% | 51,036 | -43.6% | 0.00% | 0.0% |
| Q1 2015 | $5,366,000 | +113.9% | 90,548 | +100.3% | 0.00% | 0.0% |
| Q4 2014 | $2,509,000 | -64.6% | 45,197 | -62.3% | 0.00% | -66.7% |
| Q3 2014 | $7,090,000 | -17.3% | 119,806 | -9.4% | 0.00% | -25.0% |
| Q2 2014 | $8,571,000 | -18.6% | 132,308 | -18.2% | 0.00% | 0.0% |
| Q1 2014 | $10,524,000 | +25.9% | 161,831 | +22.0% | 0.00% | 0.0% |
| Q4 2013 | $8,360,000 | +20.0% | 132,672 | +14.4% | 0.00% | +33.3% |
| Q3 2013 | $6,968,000 | +15.6% | 115,968 | +0.5% | 0.00% | 0.0% |
| Q2 2013 | $6,028,000 | – | 115,400 | – | 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% |