WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |