WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $285,000 | +150.0% | 5,540 | +184.0% | 0.00% | +100.0% |
| Q2 2022 | $114,000 | +267.7% | 1,951 | +333.6% | 0.00% | – |
| Q1 2022 | $31,000 | -75.6% | 450 | -73.9% | 0.00% | -100.0% |
| Q4 2021 | $127,000 | -0.8% | 1,721 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $128,000 | +34.7% | 1,721 | +35.4% | 0.00% | 0.0% |
| Q2 2021 | $95,000 | -15.9% | 1,271 | -19.1% | 0.00% | 0.0% |
| Q1 2021 | $113,000 | +5.6% | 1,571 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | +494.4% | 1,571 | +423.7% | 0.00% | – |
| Q3 2020 | $18,000 | -79.5% | 300 | -80.9% | 0.00% | -100.0% |
| Q2 2020 | $88,000 | -79.7% | 1,571 | -83.3% | 0.00% | -90.0% |
| Q1 2020 | $434,000 | -39.0% | 9,415 | -5.1% | 0.01% | -9.1% |
| Q4 2019 | $711,000 | +16.4% | 9,919 | +3.2% | 0.01% | -47.6% |
| Q3 2019 | $611,000 | -2.2% | 9,616 | +0.0% | 0.02% | -8.7% |
| Q2 2019 | $625,000 | -1.3% | 9,615 | 0.0% | 0.02% | -11.5% |
| Q1 2019 | $633,000 | – | 9,615 | – | 0.03% | – |
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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% |