WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $49,597 | -3.3% | 863 | 0.0% | 0.00% | – |
Q2 2023 | $51,314 | -2.4% | 863 | 0.0% | 0.00% | – |
Q1 2023 | $52,591 | +5.1% | 863 | 0.0% | 0.00% | – |
Q4 2022 | $50,019 | +13.7% | 863 | 0.0% | 0.00% | – |
Q3 2022 | $44,000 | -12.0% | 863 | 0.0% | 0.00% | – |
Q2 2022 | $50,000 | -15.3% | 863 | 0.0% | 0.00% | – |
Q1 2022 | $59,000 | – | 863 | – | 0.00% | – |
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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% |