WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320 | -97.0% | 5,572 | -96.8% | 0.01% | -97.3% |
| Q1 2023 | $10,662 | -99.9% | 174,952 | +11.5% | 0.18% | +13.0% |
| Q4 2022 | $9,098,000 | -99.9% | 156,970 | +23.8% | 0.16% | +24.6% |
| Q3 2022 | $6,523,000,000 | +109217.9% | 126,801 | +24.1% | 0.13% | +12.1% |
| Q2 2022 | $5,967,000 | -5.1% | 102,202 | +11.6% | 0.12% | +5.5% |
| Q1 2022 | $6,287,000 | -99.9% | 91,599 | +15.1% | 0.11% | +5.8% |
| Q4 2021 | $5,859,000,000 | +146338.4% | 79,555 | +47.6% | 0.10% | +30.0% |
| Q3 2021 | $4,001,000 | +27.1% | 53,897 | +27.9% | 0.08% | +19.4% |
| Q2 2021 | $3,147,000 | +46.7% | 42,141 | +41.9% | 0.07% | +28.8% |
| Q1 2021 | $2,145,000 | +61.3% | 29,703 | +52.1% | 0.05% | +40.5% |
| Q4 2020 | $1,330,000 | +33.4% | 19,529 | +17.3% | 0.04% | +12.1% |
| Q3 2020 | $997,000 | +32.1% | 16,648 | +22.6% | 0.03% | +13.8% |
| Q2 2020 | $755,000 | – | 13,574 | – | 0.03% | – |
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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% |