WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |