WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,668,000 | +8.4% | 185,624 | +12.1% | 0.00% | 0.0% |
| Q2 2023 | $9,843,000 | -9.7% | 165,539 | -7.5% | 0.00% | 0.0% |
| Q1 2023 | $10,901,000 | -2.4% | 178,879 | -7.1% | 0.00% | 0.0% |
| Q4 2022 | $11,164,000 | +233.8% | 192,618 | +196.2% | 0.00% | +200.0% |
| Q3 2022 | $3,345,000 | -13.1% | 65,025 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $3,848,000 | -13.3% | 65,918 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $4,437,000 | -23.5% | 64,635 | -17.9% | 0.00% | 0.0% |
| Q4 2021 | $5,800,000 | -4.1% | 78,761 | -3.3% | 0.00% | -50.0% |
| Q3 2021 | $6,047,000 | -7.4% | 81,458 | -6.9% | 0.00% | 0.0% |
| Q2 2021 | $6,531,000 | -12.2% | 87,458 | -15.0% | 0.00% | 0.0% |
| Q1 2021 | $7,436,000 | -17.4% | 102,940 | -22.2% | 0.00% | -33.3% |
| Q4 2020 | $9,006,000 | -23.7% | 132,236 | -32.9% | 0.00% | -25.0% |
| Q3 2020 | $11,806,000 | +28.9% | 197,095 | +19.7% | 0.00% | 0.0% |
| Q2 2020 | $9,160,000 | +16.3% | 164,669 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $7,877,000 | -51.7% | 163,920 | -28.5% | 0.00% | -33.3% |
| Q4 2019 | $16,295,000 | +10.2% | 229,132 | -1.6% | 0.01% | 0.0% |
| Q3 2019 | $14,793,000 | +1.1% | 232,869 | +3.5% | 0.01% | 0.0% |
| Q2 2019 | $14,635,000 | +0.8% | 225,076 | +2.0% | 0.01% | 0.0% |
| Q1 2019 | $14,524,000 | -7.9% | 220,701 | -15.6% | 0.01% | -25.0% |
| Q4 2018 | $15,768,000 | -42.3% | 261,421 | -31.9% | 0.01% | -27.3% |
| Q3 2018 | $27,316,000 | +13.2% | 383,984 | +14.5% | 0.01% | 0.0% |
| Q2 2018 | $24,137,000 | -22.1% | 335,464 | -17.3% | 0.01% | -21.4% |
| Q1 2018 | $30,991,000 | +0.6% | 405,478 | +1.0% | 0.01% | 0.0% |
| Q4 2017 | $30,820,000 | +7.8% | 401,300 | +3.8% | 0.01% | 0.0% |
| Q3 2017 | $28,583,000 | +58.8% | 386,514 | +49.3% | 0.01% | +55.6% |
| Q2 2017 | $18,003,000 | +46.8% | 258,940 | +38.2% | 0.01% | +28.6% |
| Q1 2017 | $12,266,000 | +61.5% | 187,348 | +48.1% | 0.01% | +75.0% |
| Q4 2016 | $7,594,000 | -1.4% | 126,519 | +0.8% | 0.00% | 0.0% |
| Q3 2016 | $7,702,000 | +22.2% | 125,493 | +11.7% | 0.00% | 0.0% |
| Q2 2016 | $6,303,000 | -1.9% | 112,334 | +3.0% | 0.00% | 0.0% |
| Q1 2016 | $6,425,000 | +64.5% | 109,080 | +62.3% | 0.00% | +33.3% |
| Q4 2015 | $3,905,000 | +50.1% | 67,212 | +42.5% | 0.00% | +50.0% |
| Q3 2015 | $2,602,000 | -10.2% | 47,161 | -1.8% | 0.00% | 0.0% |
| Q2 2015 | $2,896,000 | +5.5% | 48,003 | +3.7% | 0.00% | 0.0% |
| Q1 2015 | $2,745,000 | +0.3% | 46,309 | -6.1% | 0.00% | 0.0% |
| Q4 2014 | $2,738,000 | -4.8% | 49,320 | +1.5% | 0.00% | 0.0% |
| Q3 2014 | $2,876,000 | -7.7% | 48,597 | +1.1% | 0.00% | 0.0% |
| Q2 2014 | $3,115,000 | +4.8% | 48,082 | +5.2% | 0.00% | 0.0% |
| Q1 2014 | $2,972,000 | +11.1% | 45,692 | +7.6% | 0.00% | 0.0% |
| Q4 2013 | $2,675,000 | -41.0% | 42,445 | -43.7% | 0.00% | -33.3% |
| Q3 2013 | $4,534,000 | +125.9% | 75,453 | +96.4% | 0.00% | +50.0% |
| Q2 2013 | $2,007,000 | – | 38,414 | – | 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% |