WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,438,663 | -4.1% | 59,834 | -0.8% | 0.14% | -6.2% |
| Q2 2023 | $3,587,036 | -2.6% | 60,327 | -0.2% | 0.14% | -10.0% |
| Q1 2023 | $3,681,848 | +8.4% | 60,418 | +3.1% | 0.16% | 0.0% |
| Q4 2022 | $3,395,690 | +21.6% | 58,587 | +7.9% | 0.16% | +9.6% |
| Q3 2022 | $2,792,000 | +1.3% | 54,286 | +15.0% | 0.15% | +0.7% |
| Q2 2022 | $2,756,000 | -10.7% | 47,213 | +5.0% | 0.14% | -5.8% |
| Q1 2022 | $3,087,000 | -3.0% | 44,968 | +4.1% | 0.15% | -3.1% |
| Q4 2021 | $3,181,000 | +8.5% | 43,198 | +9.4% | 0.16% | -4.8% |
| Q3 2021 | $2,932,000 | -1.6% | 39,486 | -1.0% | 0.17% | -7.2% |
| Q2 2021 | $2,980,000 | +16.8% | 39,905 | +12.9% | 0.18% | -11.8% |
| Q1 2021 | $2,552,000 | +13.0% | 35,331 | +6.6% | 0.20% | +18.6% |
| Q4 2020 | $2,258,000 | +4.5% | 33,146 | -8.1% | 0.17% | -7.0% |
| Q3 2020 | $2,160,000 | +11.6% | 36,055 | +3.7% | 0.18% | +2.8% |
| Q2 2020 | $1,935,000 | +36.7% | 34,782 | +18.0% | 0.18% | +16.1% |
| Q1 2020 | $1,416,000 | -47.6% | 29,478 | -22.5% | 0.16% | -47.8% |
| Q4 2019 | $2,703,000 | +18.9% | 38,013 | +6.2% | 0.30% | +8.0% |
| Q3 2019 | $2,274,000 | -9.5% | 35,797 | -7.4% | 0.28% | -15.9% |
| Q2 2019 | $2,514,000 | +4.1% | 38,662 | +5.4% | 0.33% | -6.8% |
| Q1 2019 | $2,414,000 | -1.1% | 36,680 | -9.4% | 0.35% | -15.4% |
| Q4 2018 | $2,441,000 | +181.9% | 40,471 | +232.5% | 0.42% | +171.2% |
| Q3 2018 | $866,000 | +4.7% | 12,171 | +5.9% | 0.15% | -1.3% |
| Q2 2018 | $827,000 | -53.2% | 11,498 | -50.2% | 0.16% | -55.6% |
| Q1 2018 | $1,766,000 | +89.9% | 23,108 | +90.8% | 0.35% | +75.4% |
| Q4 2017 | $930,000 | +4.7% | 12,111 | +0.8% | 0.20% | -2.9% |
| Q3 2017 | $888,000 | +13.7% | 12,010 | +6.9% | 0.20% | +7.9% |
| Q2 2017 | $781,000 | -2.6% | 11,238 | -8.3% | 0.19% | -5.0% |
| Q1 2017 | $802,000 | +17.9% | 12,253 | +8.2% | 0.20% | +19.8% |
| Q4 2016 | $680,000 | +23.4% | 11,325 | +26.1% | 0.17% | +16.0% |
| Q3 2016 | $551,000 | +56.5% | 8,979 | +43.3% | 0.14% | +56.5% |
| Q2 2016 | $352,000 | +13.2% | 6,268 | +18.8% | 0.09% | +22.7% |
| Q1 2016 | $311,000 | -12.9% | 5,278 | -14.2% | 0.08% | -13.8% |
| Q4 2015 | $357,000 | +5.3% | 6,149 | +0.2% | 0.09% | +8.8% |
| Q3 2015 | $339,000 | +5.9% | 6,136 | +15.8% | 0.08% | +8.1% |
| Q2 2015 | $320,000 | +1.9% | 5,298 | +0.1% | 0.07% | -1.3% |
| Q1 2015 | $314,000 | +5.7% | 5,291 | -0.9% | 0.08% | +2.7% |
| Q4 2014 | $297,000 | -4.2% | 5,341 | +1.9% | 0.07% | -2.7% |
| Q3 2014 | $310,000 | -7.5% | 5,239 | +1.4% | 0.08% | -9.6% |
| Q2 2014 | $335,000 | +5.3% | 5,168 | +5.5% | 0.08% | -1.2% |
| Q1 2014 | $318,000 | +11.2% | 4,897 | +7.8% | 0.08% | +3.7% |
| Q4 2013 | $286,000 | +1.8% | 4,541 | -2.9% | 0.08% | -8.0% |
| Q3 2013 | $281,000 | +37.1% | 4,678 | +19.4% | 0.09% | +29.4% |
| Q2 2013 | $205,000 | – | 3,918 | – | 0.07% | – |
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% |