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 | $368,000 | -12.0% | 7,157 | 0.0% | 0.04% | -6.4% |
| Q2 2022 | $418,000 | -58.9% | 7,157 | -50.0% | 0.05% | -6.0% |
| Q1 2022 | $1,018,000 | +93.2% | 14,314 | +100.0% | 0.05% | -3.8% |
| Q4 2021 | $527,000 | -0.8% | 7,157 | 0.0% | 0.05% | -14.8% |
| Q3 2021 | $531,000 | -0.6% | 7,157 | 0.0% | 0.06% | -20.8% |
| Q2 2021 | $534,000 | -8.2% | 7,157 | -6.1% | 0.08% | -32.5% |
| Q1 2018 | $582,000 | +10.6% | 7,620 | +0.7% | 0.11% | +2.7% |
| Q2 2017 | $526,000 | +13.1% | 7,567 | +6.5% | 0.11% | +3.7% |
| Q1 2017 | $465,000 | +8.9% | 7,107 | 0.0% | 0.11% | +16.3% |
| Q4 2016 | $427,000 | -0.7% | 7,107 | +1.4% | 0.09% | -9.8% |
| Q3 2016 | $430,000 | +9.4% | 7,007 | 0.0% | 0.10% | +7.4% |
| Q2 2016 | $393,000 | – | 7,007 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |