WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,420 | -3.3% | 4,427 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $263,229 | -2.4% | 4,427 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $269,781 | +5.1% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256,589 | +12.5% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -25.0% | 4,427 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $304,000 | -6.7% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $326,000 | -0.9% | 4,427 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $329,000 | -0.6% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $331,000 | -2.4% | 4,427 | -5.7% | 0.01% | -20.0% |
| Q1 2021 | $339,000 | +5.9% | 4,693 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $320,000 | -14.4% | 4,693 | -24.8% | 0.01% | -33.3% |
| Q3 2020 | $374,000 | -28.8% | 6,240 | -28.4% | 0.02% | -68.8% |
| Q4 2018 | $525,000 | – | 8,710 | – | 0.05% | – |
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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% |