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 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 ↓ |
|---|---|---|---|
| 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% |