WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,802 | -32.6% | 148,026 | -30.9% | 1.82% | +34.2% |
| Q1 2023 | $13,063 | +5.7% | 214,358 | +0.5% | 1.35% | +3.8% |
| Q4 2022 | $12,358 | -99.9% | 213,216 | -18.3% | 1.30% | -12.3% |
| Q3 2022 | $13,432,000 | +13.5% | 261,129 | +28.8% | 1.48% | +24.0% |
| Q2 2022 | $11,834,000 | -15.5% | 202,703 | -0.6% | 1.20% | +13.0% |
| Q1 2022 | $14,002,000 | -9.7% | 203,995 | -1.7% | 1.06% | -30.1% |
| Q2 2021 | $15,506,000 | +3.3% | 207,626 | -0.1% | 1.52% | +10.9% |
| Q1 2021 | $15,009,000 | +6.0% | 207,792 | 0.0% | 1.37% | -24.3% |
| Q4 2020 | $14,153,000 | +13.8% | 207,792 | +0.1% | 1.81% | -9.0% |
| Q3 2020 | $12,438,000 | +14.2% | 207,638 | +6.1% | 1.98% | +1.8% |
| Q2 2020 | $10,891,000 | +26.0% | 195,789 | +8.9% | 1.95% | +52.3% |
| Q1 2020 | $8,642,000 | +866.7% | 179,851 | +1331.0% | 1.28% | +390.0% |
| Q4 2019 | $894,000 | +12.0% | 12,568 | 0.0% | 0.26% | +6.5% |
| Q3 2019 | $798,000 | -0.9% | 12,568 | +1.5% | 0.24% | -9.9% |
| Q2 2019 | $805,000 | +10.0% | 12,381 | +11.3% | 0.27% | +60.9% |
| Q1 2019 | $732,000 | +931.0% | 11,126 | +827.9% | 0.17% | +322.5% |
| Q3 2014 | $71,000 | – | 1,199 | – | 0.04% | – |
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% |