WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $231,000 | -11.8% | 4,496 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $262,000 | -15.2% | 4,496 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $309,000 | -6.6% | 4,496 | 0.0% | 0.01% | -18.8% |
| Q4 2021 | $331,000 | -0.9% | 4,496 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $334,000 | -0.6% | 4,496 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $336,000 | +3.4% | 4,496 | 0.0% | 0.02% | -13.6% |
| Q1 2021 | $325,000 | +6.2% | 4,496 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $306,000 | +13.8% | 4,496 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $269,000 | +3.1% | 4,496 | -4.3% | 0.02% | 0.0% |
| Q2 2020 | $261,000 | +15.0% | 4,696 | -0.4% | 0.02% | 0.0% |
| Q1 2020 | $227,000 | -25.3% | 4,716 | +10.2% | 0.02% | -4.3% |
| Q4 2019 | $304,000 | +11.8% | 4,281 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $272,000 | -1.4% | 4,281 | +0.8% | 0.02% | -4.3% |
| Q2 2019 | $276,000 | -1.1% | 4,245 | 0.0% | 0.02% | -14.8% |
| Q1 2019 | $279,000 | -4.1% | 4,245 | -5.0% | 0.03% | -10.0% |
| Q4 2018 | $291,000 | -8.5% | 4,470 | 0.0% | 0.03% | +7.1% |
| Q3 2018 | $318,000 | -1.2% | 4,470 | 0.0% | 0.03% | -6.7% |
| Q2 2018 | $322,000 | -5.8% | 4,470 | 0.0% | 0.03% | -6.2% |
| Q1 2018 | $342,000 | -7.3% | 4,470 | -7.1% | 0.03% | -3.0% |
| Q4 2017 | $369,000 | +3.7% | 4,810 | 0.0% | 0.03% | -8.3% |
| Q3 2017 | $356,000 | +2.0% | 4,810 | -4.1% | 0.04% | -2.7% |
| Q2 2017 | $349,000 | +3.6% | 5,015 | -2.7% | 0.04% | +2.8% |
| Q1 2017 | $337,000 | +4.7% | 5,155 | -3.9% | 0.04% | 0.0% |
| Q4 2016 | $322,000 | -5.8% | 5,365 | -3.6% | 0.04% | -10.0% |
| Q3 2016 | $342,000 | +9.6% | 5,565 | 0.0% | 0.04% | +8.1% |
| Q2 2016 | $312,000 | -9.6% | 5,565 | -5.1% | 0.04% | -14.0% |
| Q1 2016 | $345,000 | +1.2% | 5,865 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $341,000 | +5.2% | 5,865 | 0.0% | 0.04% | -2.3% |
| Q3 2015 | $324,000 | -21.7% | 5,865 | -14.5% | 0.04% | -15.4% |
| Q2 2015 | $414,000 | -7.4% | 6,860 | -9.1% | 0.05% | -7.1% |
| Q1 2015 | $447,000 | +6.7% | 7,545 | 0.0% | 0.06% | +7.7% |
| Q4 2014 | $419,000 | -7.3% | 7,545 | -1.3% | 0.05% | -13.3% |
| Q3 2014 | $452,000 | -7.6% | 7,641 | +1.3% | 0.06% | -4.8% |
| Q2 2014 | $489,000 | -3.0% | 7,545 | -2.6% | 0.06% | -4.5% |
| Q1 2014 | $504,000 | +2.2% | 7,745 | -1.0% | 0.07% | -4.3% |
| Q4 2013 | $493,000 | +3.8% | 7,825 | -1.0% | 0.07% | -6.8% |
| Q3 2013 | $475,000 | +12.8% | 7,905 | -2.0% | 0.07% | +5.7% |
| Q2 2013 | $421,000 | – | 8,065 | – | 0.07% | – |
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% |