WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,970 | +85.1% | 190,887 | +91.5% | 0.51% | +99.2% |
| Q2 2023 | $5,927 | -61.3% | 99,683 | -60.4% | 0.26% | -58.4% |
| Q1 2023 | $15,330 | +140.2% | 251,556 | +128.4% | 0.62% | +93.1% |
| Q4 2022 | $6,383 | -99.8% | 110,123 | +33.2% | 0.32% | +40.8% |
| Q3 2022 | $4,254,000 | -76.3% | 82,695 | -66.1% | 0.23% | -52.7% |
| Q4 2021 | $17,980,000 | – | 244,124 | – | 0.48% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $751,000 | +198.0% | 10,394 | +180.6% | 0.04% | +141.2% |
| Q4 2020 | $252,000 | -38.7% | 3,704 | -46.0% | 0.02% | -45.2% |
| Q3 2020 | $411,000 | -84.7% | 6,857 | -85.8% | 0.03% | -85.4% |
| Q2 2020 | $2,684,000 | +154.6% | 48,247 | +120.0% | 0.21% | +265.5% |
| Q1 2020 | $1,054,000 | +170.3% | 21,935 | +299.8% | 0.06% | +75.8% |
| Q4 2019 | $390,000 | -74.9% | 5,486 | -77.6% | 0.03% | -69.7% |
| Q3 2019 | $1,553,000 | +245.1% | 24,456 | +253.1% | 0.11% | +263.3% |
| Q2 2019 | $450,000 | -66.8% | 6,927 | -66.4% | 0.03% | -61.5% |
| Q1 2019 | $1,357,000 | +274.9% | 20,623 | +243.4% | 0.08% | +254.5% |
| Q4 2018 | $362,000 | -36.3% | 6,006 | -30.8% | 0.02% | -53.2% |
| Q1 2017 | $568,000 | +9366.7% | 8,679 | +8579.0% | 0.05% | – |
| Q4 2016 | $6,000 | -99.3% | 100 | -99.3% | 0.00% | -100.0% |
| Q3 2016 | $865,000 | +929.8% | 14,101 | +846.4% | 0.08% | +1042.9% |
| Q2 2016 | $84,000 | – | 1,490 | – | 0.01% | – |
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% |