WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206 | -2.4% | 3,466 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $211 | -0.5% | 3,466 | -5.5% | 0.01% | -8.3% |
| Q4 2022 | $212 | -99.9% | 3,666 | -9.1% | 0.01% | -7.7% |
| Q2 2022 | $236,000 | -11.9% | 4,035 | +3.5% | 0.01% | +8.3% |
| Q1 2022 | $268,000 | -19.0% | 3,900 | -13.3% | 0.01% | -14.3% |
| Q4 2021 | $331,000 | -9.1% | 4,500 | -8.2% | 0.01% | -17.6% |
| Q3 2021 | $364,000 | -0.5% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $366,000 | +3.4% | 4,900 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $354,000 | -22.0% | 4,900 | -33.8% | 0.02% | -70.6% |
| Q3 2016 | $454,000 | -3.6% | 7,400 | -11.9% | 0.07% | -11.7% |
| Q2 2016 | $471,000 | +44.0% | 8,398 | +51.4% | 0.08% | +35.1% |
| Q1 2016 | $327,000 | +27.2% | 5,546 | +25.5% | 0.06% | +23.9% |
| Q4 2015 | $257,000 | +10.8% | 4,418 | +5.0% | 0.05% | -2.1% |
| Q3 2015 | $232,000 | -52.2% | 4,206 | -51.9% | 0.05% | -36.5% |
| Q4 2014 | $485,000 | -3.6% | 8,738 | +2.8% | 0.07% | -5.1% |
| Q3 2014 | $503,000 | -16.3% | 8,499 | -8.4% | 0.08% | -18.8% |
| Q2 2014 | $601,000 | +3.8% | 9,282 | +4.2% | 0.10% | -5.0% |
| Q1 2014 | $579,000 | -6.9% | 8,907 | -9.7% | 0.10% | -31.3% |
| Q4 2013 | $622,000 | +23.2% | 9,865 | +17.3% | 0.15% | +10.5% |
| Q3 2013 | $505,000 | +15.0% | 8,410 | 0.0% | 0.13% | +10.8% |
| Q2 2013 | $439,000 | – | 8,410 | – | 0.12% | – |
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% |