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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $58 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $1,715,000 | -70.2% | 29,519 | -71.7% | 0.03% | -46.7% |
| Q3 2015 | $5,760,000 | +60.9% | 104,408 | +76.0% | 0.06% | -20.0% |
| Q2 2015 | $3,580,000 | -13.4% | 59,324 | -15.0% | 0.08% | -14.8% |
| Q1 2015 | $4,135,000 | +0.3% | 69,772 | -6.0% | 0.09% | -2.2% |
| Q4 2014 | $4,123,000 | +1.3% | 74,255 | +7.9% | 0.09% | -4.3% |
| Q3 2014 | $4,071,000 | -1.3% | 68,794 | +8.1% | 0.09% | +6.8% |
| Q2 2014 | $4,124,000 | +17.5% | 63,667 | +17.9% | 0.09% | +2.3% |
| Q1 2014 | $3,511,000 | +9.5% | 53,995 | +6.1% | 0.09% | +13.2% |
| Q4 2013 | $3,205,000 | -2.2% | 50,867 | -6.7% | 0.08% | -8.4% |
| Q3 2013 | $3,276,000 | – | 54,524 | – | 0.08% | – |
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% |