WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 186 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238 | -52.4% | 4,000 | -51.2% | 0.00% | -100.0% |
| Q1 2023 | $500 | -39.7% | 8,200 | -42.7% | 0.00% | 0.0% |
| Q4 2022 | $829 | -99.8% | 14,300 | +142.4% | 0.00% | 0.0% |
| Q3 2021 | $438,000 | -59.9% | 5,900 | -61.0% | 0.00% | 0.0% |
| Q1 2021 | $1,092,000 | +125.2% | 15,119 | +86.7% | 0.00% | – |
| Q3 2020 | $485,000 | +44.3% | 8,100 | +15.7% | 0.00% | – |
| Q1 2020 | $336,000 | +47.4% | 7,000 | +100.0% | 0.00% | – |
| Q2 2019 | $228,000 | -45.8% | 3,500 | -45.3% | 0.00% | – |
| Q1 2019 | $421,000 | -61.7% | 6,400 | -64.8% | 0.00% | -100.0% |
| Q4 2018 | $1,098,000 | +114.5% | 18,200 | +152.9% | 0.00% | 0.0% |
| Q3 2018 | $512,000 | -73.0% | 7,196 | -71.6% | 0.00% | 0.0% |
| Q2 2018 | $1,896,000 | +46.0% | 25,300 | +48.8% | 0.00% | 0.0% |
| Q1 2018 | $1,299,000 | +7.7% | 17,000 | +8.3% | 0.00% | 0.0% |
| Q4 2017 | $1,206,000 | – | 15,700 | – | 0.00% | – |
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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% |