WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 133 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,655,000 | -8.3% | 51,378 | -7.2% | 0.22% | -9.2% |
| Q2 2018 | $3,984,000 | -39.9% | 55,368 | -36.1% | 0.24% | -39.7% |
| Q1 2018 | $6,627,000 | +57.8% | 86,710 | +58.6% | 0.40% | +61.8% |
| Q4 2017 | $4,199,000 | +1.9% | 54,679 | -1.9% | 0.25% | -2.4% |
| Q3 2017 | $4,121,000 | +4.7% | 55,721 | -1.6% | 0.25% | +2.9% |
| Q2 2017 | $3,936,000 | +140.9% | 56,604 | +126.8% | 0.24% | +129.0% |
| Q1 2017 | $1,634,000 | – | 24,953 | – | 0.11% | – |
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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% |