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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $679,000 | -45.4% | 10,042 | -49.0% | 0.21% | -50.7% |
| Q4 2018 | $1,243,000 | -2.2% | 19,705 | +10.3% | 0.42% | +3.5% |
| Q3 2018 | $1,271,000 | +8.4% | 17,872 | +8.5% | 0.40% | +4.1% |
| Q2 2018 | $1,172,000 | +2.3% | 16,470 | +11.9% | 0.39% | 0.0% |
| Q1 2018 | $1,146,000 | -2.5% | 14,725 | +0.3% | 0.39% | -1.5% |
| Q4 2017 | $1,175,000 | +27.7% | 14,676 | +18.0% | 0.39% | +20.5% |
| Q3 2017 | $920,000 | +11.0% | 12,438 | +8.3% | 0.33% | +5.8% |
| Q2 2017 | $829,000 | +53.0% | 11,482 | +38.7% | 0.31% | +45.8% |
| Q1 2017 | $542,000 | +34.8% | 8,281 | +23.6% | 0.21% | +24.0% |
| Q4 2016 | $402,000 | +28.4% | 6,699 | +31.1% | 0.17% | +27.6% |
| Q3 2016 | $313,000 | +12.2% | 5,108 | +2.8% | 0.13% | +5.5% |
| Q2 2016 | $279,000 | -4.8% | 4,969 | -0.1% | 0.13% | -8.6% |
| Q1 2016 | $293,000 | -5.2% | 4,974 | -6.3% | 0.14% | -6.1% |
| Q4 2015 | $309,000 | -1.9% | 5,310 | -6.9% | 0.15% | 0.0% |
| Q3 2015 | $315,000 | – | 5,701 | – | 0.15% | – |
Download | ||||||
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% |