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 2017 | $1,563,000 | +5.2% | 22,475 | -0.9% | 1.28% | -11.3% |
| Q1 2017 | $1,486,000 | +6.4% | 22,690 | -2.5% | 1.45% | -3.8% |
| Q4 2016 | $1,396,000 | -9.8% | 23,267 | -7.8% | 1.51% | -1.6% |
| Q3 2016 | $1,548,000 | +8.9% | 25,224 | -0.4% | 1.53% | +2.8% |
| Q2 2016 | $1,421,000 | -21.1% | 25,321 | -17.3% | 1.49% | -28.1% |
| Q1 2016 | $1,802,000 | -1.7% | 30,605 | -3.0% | 2.07% | -13.2% |
| Q4 2015 | $1,834,000 | – | 31,563 | – | 2.39% | – |
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% |