WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,747,414 | -4.4% | 47,806 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $2,874,821 | -2.4% | 48,349 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,945,999 | +3.6% | 48,343 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $2,842,919 | +61.1% | 49,050 | +43.0% | 0.00% | +33.3% |
| Q3 2022 | $1,765,000 | -37.0% | 34,303 | -28.5% | 0.00% | -40.0% |
| Q2 2022 | $2,802,000 | +5.0% | 47,996 | +23.4% | 0.01% | +25.0% |
| Q1 2022 | $2,669,000 | -7.2% | 38,883 | -0.4% | 0.00% | -20.0% |
| Q4 2021 | $2,875,000 | -0.6% | 39,031 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $2,893,000 | +2.3% | 38,965 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $2,829,000 | -13.0% | 37,886 | -15.8% | 0.01% | -28.6% |
| Q1 2021 | $3,250,000 | +14.6% | 44,997 | +8.0% | 0.01% | +16.7% |
| Q4 2020 | $2,837,000 | +14.3% | 41,650 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $2,481,000 | +19.6% | 41,414 | +11.1% | 0.01% | 0.0% |
| Q2 2020 | $2,074,000 | +92.0% | 37,280 | +65.9% | 0.01% | +50.0% |
| Q1 2020 | $1,080,000 | +75.9% | 22,474 | +160.3% | 0.00% | +100.0% |
| Q4 2019 | $614,000 | -0.5% | 8,633 | -11.1% | 0.00% | 0.0% |
| Q3 2019 | $617,000 | +27.2% | 9,714 | +30.3% | 0.00% | 0.0% |
| Q2 2019 | $485,000 | +1.0% | 7,454 | +2.2% | 0.00% | 0.0% |
| Q1 2019 | $480,000 | -39.2% | 7,291 | -44.2% | 0.00% | -33.3% |
| Q4 2018 | $789,000 | +62.0% | 13,076 | +91.2% | 0.00% | +50.0% |
| Q3 2018 | $487,000 | +41.6% | 6,840 | +43.0% | 0.00% | +100.0% |
| Q2 2018 | $344,000 | -22.0% | 4,782 | -17.1% | 0.00% | -50.0% |
| Q1 2018 | $441,000 | -4.8% | 5,765 | -4.4% | 0.00% | 0.0% |
| Q4 2017 | $463,000 | -8.5% | 6,030 | -11.9% | 0.00% | 0.0% |
| Q3 2017 | $506,000 | +7.4% | 6,845 | +1.1% | 0.00% | 0.0% |
| Q2 2017 | $471,000 | -10.6% | 6,768 | -15.9% | 0.00% | -33.3% |
| Q1 2017 | $527,000 | +9.3% | 8,048 | +0.2% | 0.00% | 0.0% |
| Q4 2016 | $482,000 | +13.7% | 8,030 | +16.3% | 0.00% | 0.0% |
| Q3 2016 | $424,000 | +285.5% | 6,903 | +252.4% | 0.00% | +200.0% |
| Q2 2016 | $110,000 | +7.8% | 1,959 | +13.1% | 0.00% | 0.0% |
| Q1 2016 | $102,000 | -15.0% | 1,732 | -16.1% | 0.00% | 0.0% |
| Q4 2015 | $120,000 | +37.9% | 2,064 | +31.5% | 0.00% | 0.0% |
| Q3 2015 | $87,000 | +50.0% | 1,569 | +60.1% | 0.00% | 0.0% |
| Q1 2015 | $58,000 | +9.4% | 980 | +1.9% | 0.00% | 0.0% |
| Q4 2014 | $53,000 | -64.7% | 962 | -62.0% | 0.00% | -50.0% |
| Q3 2014 | $150,000 | +108.3% | 2,530 | +126.5% | 0.00% | +100.0% |
| Q2 2014 | $72,000 | -27.3% | 1,117 | -26.3% | 0.00% | 0.0% |
| Q1 2014 | $99,000 | +80.0% | 1,515 | +72.4% | 0.00% | 0.0% |
| Q4 2013 | $55,000 | +3.8% | 879 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $53,000 | -48.0% | 879 | -54.9% | 0.00% | -50.0% |
| Q2 2013 | $102,000 | – | 1,950 | – | 0.00% | – |
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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% |