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 | $790,213 | -25.3% | 13,750 | -22.7% | 0.02% | -21.7% |
| Q2 2023 | $1,057,971 | +38.3% | 17,793 | +41.7% | 0.02% | +53.3% |
| Q1 2023 | $765,162 | -81.1% | 12,556 | -82.0% | 0.02% | -86.8% |
| Q4 2022 | $4,040,449 | +15.5% | 69,711 | +16.4% | 0.11% | +16.3% |
| Q2 2022 | $3,498,000 | -36.9% | 59,911 | -25.8% | 0.10% | -37.2% |
| Q1 2022 | $5,543,000 | +662.4% | 80,751 | +717.9% | 0.16% | +420.0% |
| Q4 2021 | $727,000 | +170.3% | 9,873 | +173.0% | 0.03% | +172.7% |
| Q3 2021 | $269,000 | -45.7% | 3,617 | -45.4% | 0.01% | -35.3% |
| Q2 2021 | $495,000 | -70.3% | 6,624 | -71.3% | 0.02% | -81.7% |
| Q1 2021 | $1,669,000 | -26.5% | 23,108 | -26.7% | 0.09% | -62.7% |
| Q2 2018 | $2,270,000 | -26.3% | 31,543 | -32.5% | 0.25% | +36.8% |
| Q2 2017 | $3,080,000 | +13.2% | 46,733 | +12.4% | 0.18% | -39.5% |
| Q1 2017 | $2,721,000 | +666.5% | 41,568 | +557.5% | 0.30% | +1014.8% |
| Q2 2016 | $355,000 | +11.3% | 6,322 | +15.3% | 0.03% | -32.5% |
| Q4 2015 | $319,000 | -5.1% | 5,485 | -9.3% | 0.04% | -31.0% |
| Q4 2014 | $336,000 | – | 6,047 | – | 0.06% | – |
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% |