WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $190,000 | -57.6% | 2,640 | -54.9% | 0.02% | -60.0% |
| Q1 2018 | $448,000 | -97.5% | 5,856 | -97.5% | 0.04% | -97.5% |
| Q4 2017 | $17,958,000 | -28.2% | 233,832 | -30.9% | 1.83% | -34.2% |
| Q3 2017 | $25,016,000 | +12.5% | 338,278 | +5.8% | 2.79% | +5.8% |
| Q2 2017 | $22,230,000 | +13.2% | 319,716 | +6.6% | 2.64% | +7.4% |
| Q1 2017 | $19,632,000 | +22.0% | 299,857 | +11.8% | 2.45% | +9.9% |
| Q4 2016 | $16,094,000 | +11.9% | 268,136 | +14.4% | 2.23% | +6.1% |
| Q3 2016 | $14,386,000 | +40.8% | 234,415 | +28.7% | 2.10% | +29.0% |
| Q2 2016 | $10,216,000 | +17.2% | 182,073 | +23.0% | 1.63% | +14.2% |
| Q1 2016 | $8,720,000 | -5.3% | 148,042 | -6.6% | 1.43% | -10.1% |
| Q4 2015 | $9,212,000 | +10.5% | 158,558 | +5.0% | 1.59% | -8.5% |
| Q3 2015 | $8,333,000 | +6.7% | 151,043 | +16.6% | 1.74% | -0.4% |
| Q2 2015 | $7,813,000 | +25.8% | 129,486 | +23.6% | 1.74% | +6.5% |
| Q1 2015 | $6,209,000 | +34.3% | 104,770 | +25.8% | 1.64% | +6.6% |
| Q4 2014 | $4,623,000 | -85.1% | 83,269 | -84.1% | 1.54% | -86.1% |
| Q3 2014 | $30,943,000 | +5.1% | 522,860 | +15.0% | 11.05% | +6.7% |
| Q2 2014 | $29,454,000 | +32.9% | 454,682 | +33.4% | 10.36% | +19.4% |
| Q1 2014 | $22,159,000 | +1351.1% | 340,746 | +1305.8% | 8.68% | +1049.5% |
| Q4 2013 | $1,527,000 | – | 24,238 | – | 0.76% | – |
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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% |