WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $947,000 | -13.6% | 18,405 | -2.0% | 0.02% | -10.5% |
| Q2 2022 | $1,096,000 | -18.1% | 18,773 | -3.8% | 0.02% | -5.0% |
| Q1 2022 | $1,339,000 | -5.5% | 19,512 | +1.4% | 0.02% | -20.0% |
| Q4 2021 | $1,417,000 | +5.4% | 19,244 | +6.3% | 0.02% | -3.8% |
| Q3 2021 | $1,344,000 | +510.9% | 18,098 | +486.1% | 0.03% | +333.3% |
| Q4 2019 | $220,000 | -11.6% | 3,088 | -21.3% | 0.01% | -25.0% |
| Q3 2019 | $249,000 | +14.7% | 3,925 | +17.7% | 0.01% | +14.3% |
| Q2 2019 | $217,000 | +5.3% | 3,336 | +6.5% | 0.01% | -22.2% |
| Q1 2019 | $206,000 | +288.7% | 3,131 | +244.4% | 0.01% | +80.0% |
| Q4 2015 | $53,000 | +65.6% | 909 | +57.0% | 0.01% | +25.0% |
| Q3 2015 | $32,000 | -8.6% | 579 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $35,000 | +2.9% | 579 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | -44.3% | 579 | -47.0% | 0.00% | -33.3% |
| Q4 2014 | $61,000 | -6.2% | 1,092 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $65,000 | -8.5% | 1,092 | 0.0% | 0.01% | -22.2% |
| Q2 2014 | $71,000 | – | 1,092 | – | 0.01% | – |
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% |