WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,387 | -7.8% | 3,887 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $242,186 | -1.0% | 4,073 | +1.5% | 0.00% | -55.6% |
| Q1 2023 | $244,564 | +5.3% | 4,013 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $232,175 | -22.3% | 4,006 | -31.1% | 0.01% | -40.0% |
| Q3 2022 | $299,000 | -32.8% | 5,816 | -23.7% | 0.02% | -28.6% |
| Q2 2022 | $445,000 | -16.0% | 7,618 | -1.3% | 0.02% | -8.7% |
| Q1 2022 | $530,000 | -10.0% | 7,721 | -3.4% | 0.02% | +4.5% |
| Q4 2021 | $589,000 | -0.7% | 7,995 | +0.1% | 0.02% | -26.7% |
| Q3 2021 | $593,000 | +0.2% | 7,990 | +0.9% | 0.03% | -6.2% |
| Q2 2021 | $592,000 | +3.5% | 7,922 | +0.1% | 0.03% | -13.5% |
| Q1 2021 | $572,000 | +11.1% | 7,912 | +4.7% | 0.04% | -9.8% |
| Q4 2020 | $515,000 | +54.7% | 7,560 | +36.0% | 0.04% | -16.3% |
| Q3 2020 | $333,000 | +13.3% | 5,557 | +5.2% | 0.05% | +4.3% |
| Q2 2020 | $294,000 | -37.2% | 5,284 | -45.7% | 0.05% | -52.0% |
| Q1 2020 | $468,000 | – | 9,737 | – | 0.10% | – |
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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% |