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 | $488,921 | -14.9% | 8,507 | -12.0% | 0.47% | +29.7% |
| Q2 2023 | $574,862 | -12.9% | 9,668 | -10.8% | 0.36% | -21.7% |
| Q1 2023 | $660,327 | -1.2% | 10,836 | -6.1% | 0.46% | -7.1% |
| Q4 2022 | $668,674 | +2.4% | 11,537 | -9.1% | 0.50% | -19.5% |
| Q3 2022 | $653,000 | -17.3% | 12,687 | -6.3% | 0.62% | +29.5% |
| Q2 2022 | $790,000 | -52.1% | 13,533 | -43.6% | 0.48% | -42.0% |
| Q1 2022 | $1,648,000 | -9.3% | 24,006 | -2.6% | 0.82% | +11.9% |
| Q4 2021 | $1,816,000 | +13.4% | 24,651 | +14.3% | 0.73% | -10.8% |
| Q3 2021 | $1,601,000 | -31.6% | 21,560 | -31.2% | 0.82% | -13.0% |
| Q2 2021 | $2,340,000 | +24.4% | 31,335 | +20.3% | 0.94% | +20.9% |
| Q1 2021 | $1,881,000 | +27.5% | 26,038 | +20.2% | 0.78% | +1.3% |
| Q4 2020 | $1,475,000 | +18.6% | 21,662 | +4.3% | 0.77% | -0.9% |
| Q3 2020 | $1,244,000 | +15.1% | 20,767 | +6.9% | 0.78% | +11.9% |
| Q2 2020 | $1,081,000 | +94.4% | 19,425 | +67.8% | 0.70% | +124.9% |
| Q1 2020 | $556,000 | +42.9% | 11,573 | +111.6% | 0.31% | +89.6% |
| Q4 2019 | $389,000 | +13.4% | 5,470 | +1.4% | 0.16% | +0.6% |
| Q3 2019 | $343,000 | -52.3% | 5,392 | -51.2% | 0.16% | -45.5% |
| Q2 2019 | $719,000 | -8.6% | 11,058 | -7.6% | 0.30% | -9.5% |
| Q1 2019 | $787,000 | +7.7% | 11,966 | -1.3% | 0.33% | -3.8% |
| Q4 2018 | $731,000 | -10.5% | 12,121 | +5.5% | 0.34% | -7.3% |
| Q3 2018 | $817,000 | -15.0% | 11,488 | -14.0% | 0.37% | -10.0% |
| Q2 2018 | $961,000 | -7.5% | 13,358 | -1.7% | 0.41% | -15.7% |
| Q1 2018 | $1,039,000 | +4.9% | 13,595 | +5.4% | 0.48% | +3.6% |
| Q4 2017 | $990,000 | +6.1% | 12,895 | +2.2% | 0.47% | +3.8% |
| Q3 2017 | $933,000 | +10.8% | 12,617 | +4.1% | 0.45% | +8.4% |
| Q2 2017 | $842,000 | +7.8% | 12,116 | +1.6% | 0.42% | +9.2% |
| Q1 2017 | $781,000 | +8.8% | 11,926 | -0.3% | 0.38% | +1.6% |
| Q4 2016 | $718,000 | -0.3% | 11,960 | +2.0% | 0.38% | -3.1% |
| Q3 2016 | $720,000 | +41.2% | 11,728 | +29.1% | 0.39% | +30.3% |
| Q2 2016 | $510,000 | -5.7% | 9,084 | -1.0% | 0.30% | -10.5% |
| Q1 2016 | $541,000 | +6.9% | 9,178 | +5.4% | 0.33% | +3.1% |
| Q4 2015 | $506,000 | +8.1% | 8,707 | +2.7% | 0.32% | +2.5% |
| Q3 2015 | $468,000 | -10.9% | 8,481 | -2.5% | 0.31% | +3.6% |
| Q2 2015 | $525,000 | +13.6% | 8,701 | +11.5% | 0.30% | +12.6% |
| Q1 2015 | $462,000 | +4.8% | 7,802 | -1.8% | 0.27% | +5.9% |
| Q4 2014 | $441,000 | -6.4% | 7,945 | -0.3% | 0.25% | -7.3% |
| Q3 2014 | $471,000 | -4.7% | 7,967 | +4.5% | 0.27% | -13.8% |
| Q2 2014 | $494,000 | +11.8% | 7,626 | +12.2% | 0.32% | +6.7% |
| Q1 2014 | $442,000 | -6.6% | 6,798 | -9.5% | 0.30% | -2.3% |
| Q4 2013 | $473,000 | +18.2% | 7,508 | +12.9% | 0.30% | +4.1% |
| Q3 2013 | $400,000 | +16.6% | 6,650 | +1.2% | 0.29% | +12.3% |
| Q2 2013 | $343,000 | – | 6,573 | – | 0.26% | – |
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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% |