WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
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% |