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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q2 2023 | $12 | -99.4% | 207 | +444.7% | 0.00% | – |
| Q3 2022 | $2,000 | -84.6% | 38 | -82.8% | 0.00% | – |
| Q2 2022 | $13,000 | +116.7% | 221 | +179.7% | 0.00% | – |
| Q4 2021 | $6,000 | +50.0% | 79 | +33.9% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -98.1% | 59 | -98.3% | 0.00% | -100.0% |
| Q4 2018 | $206,000 | -16.9% | 3,413 | -2.1% | 0.01% | -16.7% |
| Q3 2018 | $248,000 | – | 3,485 | – | 0.01% | – |
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% |
| WESCAP Management Group, Inc. | 86,339 | $6,358,000 | 1.76% |