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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,660,129 | -18.4% | 47,460 | -12.4% | 0.16% | -14.7% |
| Q2 2023 | $3,261,436 | -40.9% | 54,186 | -40.2% | 0.19% | -45.9% |
| Q1 2023 | $5,521,037 | -9.3% | 90,598 | -13.7% | 0.35% | -14.8% |
| Q4 2022 | $6,086,053 | -2.9% | 105,004 | -13.8% | 0.41% | -14.3% |
| Q3 2022 | $6,267,000 | -13.3% | 121,841 | -1.6% | 0.48% | -10.4% |
| Q2 2022 | $7,227,000 | -11.7% | 123,784 | +3.8% | 0.54% | -0.2% |
| Q1 2022 | $8,183,000 | -6.1% | 119,220 | +0.8% | 0.54% | -13.1% |
| Q4 2021 | $8,714,000 | +0.5% | 118,311 | +1.3% | 0.62% | -9.9% |
| Q3 2021 | $8,671,000 | +1.0% | 116,792 | +1.6% | 0.69% | -0.6% |
| Q2 2021 | $8,581,000 | +6.3% | 114,910 | +2.8% | 0.69% | -1.4% |
| Q1 2021 | $8,072,000 | +10.3% | 111,747 | +4.0% | 0.70% | +0.7% |
| Q4 2020 | $7,318,000 | +8.8% | 107,447 | -4.3% | 0.70% | -8.5% |
| Q3 2020 | $6,728,000 | -15.6% | 112,318 | -21.6% | 0.76% | -23.1% |
| Q2 2020 | $7,969,000 | +7.5% | 143,259 | -7.1% | 0.99% | -11.2% |
| Q1 2020 | $7,412,000 | -30.4% | 154,257 | +3.0% | 1.12% | -2.4% |
| Q4 2019 | $10,648,000 | +20.3% | 149,728 | +7.5% | 1.14% | +3.9% |
| Q3 2019 | $8,849,000 | +0.8% | 139,309 | +3.2% | 1.10% | +3.0% |
| Q2 2019 | $8,775,000 | +2.3% | 134,960 | +3.5% | 1.07% | -3.4% |
| Q1 2019 | $8,581,000 | +12.1% | 130,383 | +2.7% | 1.11% | -4.1% |
| Q4 2018 | $7,658,000 | -23.8% | 126,957 | -10.1% | 1.15% | -14.1% |
| Q3 2018 | $10,048,000 | -1.8% | 141,242 | -0.6% | 1.34% | -6.7% |
| Q2 2018 | $10,229,000 | -4.5% | 142,162 | +1.5% | 1.44% | -5.2% |
| Q1 2018 | $10,710,000 | +0.7% | 140,128 | +1.2% | 1.52% | +0.4% |
| Q4 2017 | $10,639,000 | +4.6% | 138,533 | +0.8% | 1.51% | -1.9% |
| Q3 2017 | $10,168,000 | +9.0% | 137,498 | +2.5% | 1.54% | +4.3% |
| Q2 2017 | $9,329,000 | +55.2% | 134,167 | +46.1% | 1.48% | +43.5% |
| Q1 2017 | $6,010,000 | +37.9% | 91,803 | +26.5% | 1.03% | +26.8% |
| Q4 2016 | $4,357,000 | +3.8% | 72,589 | +6.1% | 0.81% | -5.1% |
| Q3 2016 | $4,198,000 | +10.9% | 68,407 | +1.4% | 0.86% | +4.9% |
| Q2 2016 | $3,786,000 | -3.8% | 67,482 | +1.0% | 0.82% | -8.3% |
| Q1 2016 | $3,937,000 | +4.6% | 66,841 | +3.2% | 0.89% | -2.0% |
| Q4 2015 | $3,764,000 | +12.2% | 64,787 | +6.6% | 0.91% | +4.8% |
| Q3 2015 | $3,354,000 | -4.4% | 60,786 | +3.6% | 0.87% | +0.1% |
| Q2 2015 | $3,508,000 | +4.9% | 58,670 | +4.0% | 0.87% | -1.0% |
| Q1 2015 | $3,343,000 | +7.1% | 56,418 | +0.3% | 0.88% | +1.7% |
| Q4 2014 | $3,122,000 | -19.6% | 56,239 | -14.3% | 0.86% | -24.9% |
| Q3 2014 | $3,883,000 | -3.2% | 65,612 | +6.0% | 1.14% | -3.2% |
| Q2 2014 | $4,010,000 | +9.7% | 61,898 | +10.1% | 1.18% | +1.5% |
| Q1 2014 | $3,656,000 | +15.5% | 56,221 | +11.9% | 1.17% | +11.8% |
| Q4 2013 | $3,165,000 | +24.6% | 50,232 | +18.8% | 1.04% | +13.0% |
| Q3 2013 | $2,541,000 | +28.1% | 42,279 | +11.3% | 0.92% | +16.7% |
| Q2 2013 | $1,984,000 | – | 37,975 | – | 0.79% | – |
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% |