WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 186 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
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% |