WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442 | +49.3% | 7,687 | +50.4% | 0.04% | +12.8% |
| Q4 2022 | $296 | -99.9% | 5,112 | -22.7% | 0.04% | -9.3% |
| Q2 2020 | $368,000 | -57.4% | 6,609 | -45.6% | 0.04% | -48.8% |
| Q4 2019 | $864,000 | +149.0% | 12,145 | +122.6% | 0.08% | +211.1% |
| Q3 2019 | $347,000 | +0.3% | 5,455 | +13.5% | 0.03% | +80.0% |
| Q2 2018 | $346,000 | -71.0% | 4,806 | -69.1% | 0.02% | -76.2% |
| Q4 2017 | $1,194,000 | – | 15,545 | – | 0.06% | – |
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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% |