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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $225 | -99.9% | 3,877 | -27.9% | 0.01% | -30.0% |
Q3 2022 | $277,000 | -35.4% | 5,380 | -26.9% | 0.01% | -28.6% |
Q2 2022 | $429,000 | -14.4% | 7,357 | +0.8% | 0.01% | -6.7% |
Q1 2022 | $501,000 | -18.3% | 7,302 | -12.2% | 0.02% | -16.7% |
Q4 2021 | $613,000 | -5.1% | 8,321 | -4.4% | 0.02% | -10.0% |
Q3 2021 | $646,000 | 0.0% | 8,700 | +0.6% | 0.02% | -4.8% |
Q2 2021 | $646,000 | +4.0% | 8,648 | +0.5% | 0.02% | -4.5% |
Q1 2021 | $621,000 | +5.6% | 8,603 | -0.4% | 0.02% | -4.3% |
Q4 2020 | $588,000 | +8.1% | 8,638 | -4.9% | 0.02% | -4.2% |
Q3 2020 | $544,000 | -25.7% | 9,085 | -30.9% | 0.02% | -31.4% |
Q2 2020 | $732,000 | -12.6% | 13,154 | -24.6% | 0.04% | -25.5% |
Q1 2020 | $838,000 | -51.5% | 17,446 | -31.1% | 0.05% | -41.2% |
Q4 2019 | $1,729,000 | +7.0% | 25,314 | -0.5% | 0.08% | -3.6% |
Q3 2019 | $1,616,000 | -7.3% | 25,437 | -5.1% | 0.08% | -11.7% |
Q2 2019 | $1,743,000 | -9.9% | 26,813 | -8.8% | 0.09% | -14.5% |
Q1 2019 | $1,934,000 | -3.2% | 29,386 | -11.3% | 0.11% | -14.1% |
Q4 2018 | $1,998,000 | -86.6% | 33,125 | -84.2% | 0.13% | -85.7% |
Q3 2018 | $14,962,000 | +9.4% | 210,312 | +10.7% | 0.90% | +3.6% |
Q2 2018 | $13,673,000 | +0.1% | 190,036 | +6.3% | 0.86% | -1.7% |
Q1 2018 | $13,661,000 | +4.4% | 178,742 | +4.9% | 0.88% | +1.3% |
Q4 2017 | $13,087,000 | +2.2% | 170,400 | -1.7% | 0.87% | -1.5% |
Q3 2017 | $12,802,000 | +9.8% | 173,286 | +3.4% | 0.88% | +0.6% |
Q2 2017 | $11,655,000 | +12.7% | 167,632 | +6.1% | 0.88% | +7.0% |
Q1 2017 | $10,339,000 | +18.5% | 157,924 | +8.6% | 0.82% | +8.6% |
Q4 2016 | $8,725,000 | +5.7% | 145,363 | +8.1% | 0.75% | +0.5% |
Q3 2016 | $8,256,000 | +38.9% | 134,523 | +25.7% | 0.75% | +25.8% |
Q2 2016 | $5,945,000 | +12.8% | 107,036 | +19.6% | 0.60% | +9.6% |
Q1 2016 | $5,271,000 | +2.1% | 89,487 | +0.7% | 0.54% | -4.4% |
Q4 2015 | $5,164,000 | +26.8% | 88,887 | +20.5% | 0.57% | +23.4% |
Q3 2015 | $4,071,000 | +1.3% | 73,748 | +10.8% | 0.46% | +5.5% |
Q2 2015 | $4,018,000 | +14.1% | 66,588 | +12.0% | 0.44% | +11.5% |
Q1 2015 | $3,522,000 | – | 59,428 | – | 0.39% | – |
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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% |