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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |