WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,332 | +62.9% | 1,102 | +68.5% | 0.00% | 0.0% |
| Q2 2023 | $38,887 | -11.7% | 654 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $44,060 | +17.5% | 723 | +11.7% | 0.00% | 0.0% |
| Q4 2022 | $37,500 | -63.9% | 647 | -68.1% | 0.00% | -50.0% |
| Q3 2022 | $104,000 | -38.8% | 2,028 | -30.5% | 0.00% | -33.3% |
| Q2 2022 | $170,000 | -21.3% | 2,917 | -7.1% | 0.00% | -25.0% |
| Q1 2022 | $216,000 | +27.1% | 3,140 | +36.1% | 0.00% | +33.3% |
| Q4 2021 | $170,000 | +34.9% | 2,307 | +36.4% | 0.00% | 0.0% |
| Q3 2021 | $126,000 | +70.3% | 1,691 | +69.9% | 0.00% | +200.0% |
| Q2 2021 | $74,000 | +10.4% | 995 | +7.2% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | +6.3% | 928 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $63,000 | +70.3% | 928 | +52.1% | 0.00% | +100.0% |
| Q3 2020 | $37,000 | +8.8% | 610 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | -62.2% | 610 | -67.3% | 0.00% | -66.7% |
| Q1 2020 | $90,000 | – | 1,865 | – | 0.00% | – |
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% |