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 | $2,352,958 | -12.0% | 40,942 | -9.0% | 0.02% | -13.0% |
| Q2 2023 | $2,674,737 | -15.2% | 44,984 | -13.1% | 0.02% | -28.1% |
| Q1 2023 | $3,154,613 | +0.6% | 51,766 | -4.3% | 0.03% | -8.6% |
| Q4 2022 | $3,134,829 | -2.2% | 54,086 | -13.2% | 0.04% | -12.5% |
| Q3 2022 | $3,205,000 | -22.1% | 62,301 | -11.6% | 0.04% | -28.6% |
| Q2 2022 | $4,114,000 | -23.6% | 70,471 | -10.2% | 0.06% | -18.8% |
| Q1 2022 | $5,385,000 | -9.0% | 78,447 | -2.4% | 0.07% | -17.9% |
| Q4 2021 | $5,918,000 | -12.9% | 80,354 | -12.2% | 0.08% | -25.7% |
| Q3 2021 | $6,795,000 | -13.3% | 91,525 | -12.8% | 0.11% | -22.1% |
| Q2 2021 | $7,838,000 | -5.0% | 104,960 | -8.1% | 0.14% | -14.2% |
| Q1 2021 | $8,250,000 | -8.8% | 114,216 | -14.0% | 0.17% | -28.7% |
| Q4 2020 | $9,046,000 | -79.8% | 132,820 | -82.2% | 0.24% | -82.4% |
| Q3 2020 | $44,777,000 | -4.1% | 747,526 | -11.0% | 1.35% | -6.4% |
| Q2 2020 | $46,704,000 | +20.0% | 839,579 | +3.6% | 1.44% | +11.3% |
| Q1 2020 | $38,935,000 | +7.8% | 810,300 | +59.5% | 1.29% | +2.0% |
| Q4 2019 | $36,131,000 | +22.0% | 508,066 | +9.0% | 1.27% | +12.3% |
| Q3 2019 | $29,614,000 | +17.5% | 466,218 | +20.3% | 1.13% | +15.0% |
| Q2 2019 | $25,206,000 | +2820.7% | 387,660 | +2855.0% | 0.98% | +2556.8% |
| Q1 2019 | $863,000 | +14.6% | 13,119 | +5.0% | 0.04% | 0.0% |
| Q4 2018 | $753,000 | -90.0% | 12,490 | -88.2% | 0.04% | -89.2% |
| Q3 2018 | $7,542,000 | +6.2% | 106,015 | +7.4% | 0.34% | +0.6% |
| Q2 2018 | $7,100,000 | -3.9% | 98,679 | +2.1% | 0.34% | -40.2% |
| Q1 2018 | $7,389,000 | +20425.0% | 96,672 | +17670.6% | 0.57% | +18866.7% |
| Q1 2017 | $36,000 | – | 544 | – | 0.00% | – |
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% |