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 | $53,388,116 | -7.0% | 928,974 | -3.8% | 0.80% | -11.4% |
| Q2 2023 | $57,404,237 | -4.6% | 965,426 | -2.2% | 0.90% | -19.8% |
| Q1 2023 | $60,164,738 | +2.6% | 987,278 | -2.4% | 1.12% | -21.8% |
| Q4 2022 | $58,630,460 | +8.4% | 1,011,568 | -3.8% | 1.43% | -15.0% |
| Q3 2022 | $54,081,000 | -12.5% | 1,051,334 | -0.7% | 1.68% | -10.1% |
| Q2 2022 | $61,805,000 | -15.2% | 1,058,673 | -0.2% | 1.87% | -21.5% |
| Q1 2022 | $72,845,000 | -19.8% | 1,061,266 | -14.0% | 2.39% | -18.8% |
| Q4 2021 | $90,856,000 | -3.5% | 1,233,624 | -2.7% | 2.94% | -14.4% |
| Q3 2021 | $94,148,000 | -2.8% | 1,268,158 | -2.2% | 3.43% | -12.1% |
| Q2 2021 | $96,853,000 | +2.4% | 1,296,913 | -1.0% | 3.91% | -22.9% |
| Q1 2021 | $94,625,000 | +7.1% | 1,310,051 | +1.0% | 5.07% | -1.4% |
| Q4 2020 | $88,379,000 | +13.3% | 1,297,595 | -0.4% | 5.14% | -3.6% |
| Q3 2020 | $78,030,000 | +9.0% | 1,302,674 | +1.2% | 5.34% | -1.6% |
| Q2 2020 | $71,601,000 | +51.2% | 1,287,137 | +30.6% | 5.42% | +20.7% |
| Q1 2020 | $47,352,000 | +1422.6% | 985,464 | +2153.3% | 4.49% | +1079.3% |
| Q4 2019 | $3,110,000 | – | 43,734 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |