WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $51,000 | -12.1% | 1,000 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $58,000 | -15.9% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $69,000 | -6.8% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $74,000 | 0.0% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $74,000 | -1.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $75,000 | +4.2% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $72,000 | +5.9% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $68,000 | +13.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $60,000 | +7.1% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $56,000 | -50.0% | 1,000 | -57.1% | 0.02% | -60.5% |
| Q1 2020 | $112,000 | -54.1% | 2,331 | -32.1% | 0.04% | -40.3% |
| Q4 2019 | $244,000 | +7.5% | 3,431 | -4.2% | 0.07% | +5.9% |
| Q3 2019 | $227,000 | -2.6% | 3,581 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $233,000 | -1.3% | 3,581 | 0.0% | 0.07% | +4.5% |
| Q1 2019 | $236,000 | – | 3,581 | – | 0.07% | – |
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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% |