WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $255,000 | -29.8% | 4,952 | -20.3% | 0.01% | -25.0% |
| Q2 2022 | $363,000 | -23.6% | 6,217 | -10.2% | 0.02% | -20.0% |
| Q1 2022 | $475,000 | -6.9% | 6,923 | +0.0% | 0.02% | -9.1% |
| Q4 2021 | $510,000 | -0.6% | 6,920 | +0.1% | 0.02% | -8.3% |
| Q3 2021 | $513,000 | -0.6% | 6,915 | +0.0% | 0.02% | -4.0% |
| Q2 2021 | $516,000 | +0.8% | 6,912 | -2.4% | 0.02% | -7.4% |
| Q1 2021 | $512,000 | +42.2% | 7,083 | +34.1% | 0.03% | +22.7% |
| Q4 2020 | $360,000 | +31.4% | 5,281 | +15.4% | 0.02% | +4.8% |
| Q3 2020 | $274,000 | +7.9% | 4,577 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $254,000 | -43.3% | 4,574 | -50.9% | 0.02% | -50.0% |
| Q1 2020 | $448,000 | -70.3% | 9,318 | -56.1% | 0.04% | -63.8% |
| Q4 2019 | $1,509,000 | +8.5% | 21,225 | -3.1% | 0.12% | -2.5% |
| Q3 2019 | $1,391,000 | -2.0% | 21,896 | +0.4% | 0.12% | -7.8% |
| Q2 2019 | $1,419,000 | -0.1% | 21,819 | +1.1% | 0.13% | -3.7% |
| Q1 2019 | $1,420,000 | +9.2% | 21,585 | +0.2% | 0.13% | -5.0% |
| Q4 2018 | $1,300,000 | -15.3% | 21,547 | -0.1% | 0.14% | -13.5% |
| Q3 2018 | $1,534,000 | -0.8% | 21,568 | +0.3% | 0.16% | -6.3% |
| Q2 2018 | $1,547,000 | -5.0% | 21,501 | +0.9% | 0.17% | -7.4% |
| Q1 2018 | $1,629,000 | 0.0% | 21,318 | +0.5% | 0.19% | +0.5% |
| Q4 2017 | $1,629,000 | +4.2% | 21,215 | +0.4% | 0.19% | -1.6% |
| Q3 2017 | $1,563,000 | +30.1% | 21,137 | +22.4% | 0.19% | +25.0% |
| Q2 2017 | $1,201,000 | +30.8% | 17,267 | +23.1% | 0.15% | +25.6% |
| Q1 2017 | $918,000 | +97.4% | 14,022 | +81.1% | 0.12% | +57.1% |
| Q4 2016 | $465,000 | +59.8% | 7,741 | +47.9% | 0.08% | +1.3% |
| Q4 2014 | $291,000 | -100.0% | 5,234 | -67.3% | 0.08% | -75.2% |
| Q2 2014 | $1,037,000,000 | – | 16,004 | – | 0.31% | – |
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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% |