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 2023 | $238,873 | +10.3% | 4,156 | +14.1% | 0.00% | +50.0% |
| Q2 2023 | $216,566 | -13.4% | 3,642 | -11.3% | 0.00% | -33.3% |
| Q1 2023 | $250,105 | -34.0% | 4,104 | -37.2% | 0.00% | -40.0% |
| Q4 2022 | $378,932 | -93.3% | 6,538 | -91.4% | 0.01% | -94.1% |
| Q4 2021 | $5,619,000 | -2.0% | 76,296 | -1.2% | 0.08% | -11.5% |
| Q3 2021 | $5,736,000 | +0.8% | 77,226 | +1.1% | 0.10% | -6.8% |
| Q2 2021 | $5,692,000 | +5.8% | 76,358 | +2.6% | 0.10% | -11.2% |
| Q1 2021 | $5,381,000 | +10.7% | 74,404 | +4.1% | 0.12% | 0.0% |
| Q4 2020 | $4,859,000 | -2.0% | 71,503 | -13.6% | 0.12% | +45.0% |
| Q3 2020 | $4,958,000 | +20.1% | 82,719 | +11.4% | 0.08% | -32.8% |
| Q2 2020 | $4,127,000 | +21.6% | 74,243 | +5.1% | 0.12% | +17.8% |
| Q1 2020 | $3,395,000 | -33.9% | 70,670 | -2.2% | 0.10% | -15.1% |
| Q4 2019 | $5,133,000 | – | 72,264 | – | 0.12% | – |
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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% |