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 | $1,586,576 | -7.4% | 27,607 | -4.2% | 0.11% | -4.5% |
| Q2 2023 | $1,714,093 | -93.4% | 28,828 | -93.3% | 0.11% | -93.8% |
| Q1 2023 | $26,067,927 | +2.0% | 427,764 | -3.0% | 1.82% | -30.0% |
| Q4 2022 | $25,556,915 | +8.1% | 440,941 | -4.1% | 2.60% | +26.1% |
| Q3 2022 | $23,642,000 | -10.4% | 459,601 | +1.6% | 2.06% | -6.5% |
| Q2 2022 | $26,398,000 | -22.3% | 452,181 | -8.6% | 2.20% | -15.0% |
| Q1 2022 | $33,971,000 | -15.7% | 494,915 | -9.6% | 2.59% | -9.3% |
| Q4 2021 | $40,314,000 | +0.6% | 547,370 | +1.4% | 2.86% | -25.4% |
| Q3 2021 | $40,059,000 | -1.4% | 539,593 | -0.8% | 3.83% | -23.9% |
| Q2 2021 | $40,611,000 | +2.0% | 543,800 | -1.3% | 5.04% | -7.7% |
| Q1 2021 | $39,807,000 | -5.5% | 551,119 | -10.9% | 5.46% | -15.1% |
| Q4 2020 | $42,141,000 | +3.8% | 618,713 | -8.7% | 6.43% | -13.7% |
| Q3 2020 | $40,607,000 | +4.0% | 677,918 | -3.4% | 7.46% | +3.2% |
| Q2 2020 | $39,051,000 | +18.5% | 702,004 | +2.4% | 7.23% | +4.9% |
| Q1 2020 | $32,942,000 | -28.2% | 685,582 | +6.3% | 6.89% | -13.7% |
| Q4 2019 | $45,869,000 | +11.4% | 644,995 | -0.5% | 7.98% | +6.1% |
| Q3 2019 | $41,173,000 | -4.9% | 648,193 | -2.6% | 7.53% | -0.4% |
| Q2 2019 | $43,285,000 | -0.8% | 665,718 | +0.4% | 7.56% | -0.9% |
| Q1 2019 | $43,649,000 | +9.0% | 663,264 | -0.1% | 7.63% | +2.4% |
| Q4 2018 | $40,063,000 | -13.3% | 664,176 | +2.2% | 7.46% | -5.8% |
| Q3 2018 | $46,235,000 | -1.6% | 649,914 | -0.5% | 7.92% | -0.9% |
| Q2 2018 | $46,978,000 | -5.3% | 652,927 | +0.6% | 7.99% | -4.5% |
| Q1 2018 | $49,595,000 | -3.1% | 648,888 | -2.6% | 8.36% | -1.9% |
| Q4 2017 | $51,172,000 | +1.2% | 666,302 | -2.5% | 8.52% | -1.9% |
| Q3 2017 | $50,555,000 | +1.8% | 683,644 | -4.2% | 8.69% | +18.9% |
| Q2 2017 | $49,641,000 | +2.5% | 713,956 | -3.5% | 7.31% | +7.8% |
| Q1 2017 | $48,428,000 | +5.1% | 739,692 | -3.7% | 6.78% | +2.7% |
| Q4 2016 | $46,087,000 | -3.7% | 767,858 | -1.5% | 6.60% | -6.2% |
| Q3 2016 | $47,854,000 | +7.6% | 779,761 | -1.6% | 7.04% | -0.4% |
| Q2 2016 | $44,455,000 | -4.8% | 792,283 | -0.1% | 7.07% | -15.9% |
| Q1 2016 | $46,706,000 | -1.5% | 792,972 | -2.8% | 8.40% | -18.8% |
| Q4 2015 | $47,414,000 | +4.9% | 816,077 | -0.4% | 10.34% | +2.4% |
| Q3 2015 | $45,194,000 | -9.7% | 819,171 | -1.3% | 10.10% | -3.3% |
| Q2 2015 | $50,056,000 | +2.0% | 829,563 | +0.2% | 10.45% | +0.0% |
| Q1 2015 | $49,079,000 | +10.6% | 828,194 | +3.6% | 10.45% | +2.9% |
| Q4 2014 | $44,379,000 | -0.5% | 799,338 | +6.1% | 10.15% | -1.6% |
| Q3 2014 | $44,602,000 | -7.5% | 753,660 | +1.2% | 10.31% | -6.2% |
| Q2 2014 | $48,232,000 | -2.1% | 744,557 | -1.8% | 11.00% | -7.5% |
| Q1 2014 | $49,285,000 | +5.6% | 757,888 | +2.3% | 11.90% | +5.3% |
| Q4 2013 | $46,659,000 | +6.0% | 740,502 | +1.1% | 11.29% | +0.1% |
| Q3 2013 | $44,015,000 | +16.4% | 732,488 | +1.2% | 11.28% | +6.9% |
| Q2 2013 | $37,798,000 | – | 723,539 | – | 10.55% | – |
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% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |