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 2023 | $11,214,666 | +1.6% | 195,139 | +5.1% | 0.01% | 0.0% |
| Q2 2023 | $11,036,972 | -0.7% | 185,620 | +1.8% | 0.01% | -10.0% |
| Q1 2023 | $11,110,827 | +13.9% | 182,324 | +8.3% | 0.01% | +11.1% |
| Q4 2022 | $9,756,910 | +23.8% | 168,338 | +9.9% | 0.01% | +12.5% |
| Q3 2022 | $7,879,000 | -7.8% | 153,167 | +4.7% | 0.01% | 0.0% |
| Q2 2022 | $8,544,000 | -4.0% | 146,345 | +12.9% | 0.01% | 0.0% |
| Q1 2022 | $8,901,000 | -6.0% | 129,680 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $9,465,000 | +596.0% | 128,511 | +601.3% | 0.01% | +700.0% |
| Q3 2021 | $1,360,000 | -0.3% | 18,324 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $1,364,000 | +5.2% | 18,261 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,297,000 | -2.4% | 17,955 | -7.9% | 0.00% | 0.0% |
| Q4 2020 | $1,329,000 | +10.1% | 19,505 | -3.2% | 0.00% | -50.0% |
| Q3 2020 | $1,207,000 | -41.6% | 20,150 | -45.8% | 0.00% | -33.3% |
| Q2 2020 | $2,067,000 | +1.4% | 37,151 | -12.5% | 0.00% | 0.0% |
| Q1 2020 | $2,039,000 | -54.0% | 42,445 | -31.9% | 0.00% | -50.0% |
| Q4 2019 | $4,430,000 | +15.2% | 62,301 | +2.9% | 0.01% | +20.0% |
| Q3 2019 | $3,844,000 | +10.0% | 60,517 | +12.6% | 0.01% | 0.0% |
| Q2 2019 | $3,493,000 | -3.3% | 53,722 | -2.1% | 0.01% | 0.0% |
| Q1 2019 | $3,612,000 | +174.3% | 54,865 | +151.3% | 0.01% | +150.0% |
| Q4 2018 | $1,317,000 | -41.1% | 21,834 | -30.5% | 0.00% | -33.3% |
| Q3 2018 | $2,236,000 | +28.4% | 31,426 | +29.8% | 0.00% | 0.0% |
| Q2 2018 | $1,742,000 | -71.7% | 24,213 | -70.0% | 0.00% | -72.7% |
| Q1 2018 | $6,163,000 | +172.3% | 80,630 | +173.7% | 0.01% | +175.0% |
| Q4 2017 | $2,263,000 | +40.5% | 29,461 | +35.2% | 0.00% | +33.3% |
| Q3 2017 | $1,611,000 | +20.9% | 21,784 | +13.6% | 0.00% | 0.0% |
| Q2 2017 | $1,333,000 | +39.1% | 19,173 | +31.0% | 0.00% | +50.0% |
| Q1 2017 | $958,000 | -79.1% | 14,632 | -80.8% | 0.00% | -83.3% |
| Q4 2016 | $4,583,000 | -0.5% | 76,356 | +1.7% | 0.01% | -7.7% |
| Q3 2016 | $4,606,000 | -4.1% | 75,050 | -12.3% | 0.01% | -13.3% |
| Q2 2016 | $4,804,000 | +3.8% | 85,619 | +8.9% | 0.02% | -6.2% |
| Q1 2016 | $4,630,000 | +51.4% | 78,606 | +49.3% | 0.02% | +45.5% |
| Q4 2015 | $3,059,000 | +6.4% | 52,650 | +1.1% | 0.01% | -8.3% |
| Q3 2015 | $2,874,000 | +349.8% | 52,074 | +392.1% | 0.01% | +500.0% |
| Q2 2015 | $639,000 | -74.5% | 10,582 | -72.6% | 0.00% | -88.2% |
| Q1 2014 | $2,510,000 | -32.9% | 38,601 | -34.9% | 0.02% | -39.3% |
| Q4 2013 | $3,738,000 | – | 59,340 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |