WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $231,246 | -48.9% | 3,795 | -51.4% | 0.01% | -56.2% |
| Q4 2022 | $452,935 | +13.5% | 7,815 | +0.9% | 0.02% | -15.8% |
| Q3 2022 | $399,000 | -10.7% | 7,747 | +1.1% | 0.02% | -9.5% |
| Q2 2022 | $447,000 | -12.7% | 7,664 | +2.7% | 0.02% | -4.5% |
| Q1 2022 | $512,000 | -6.4% | 7,460 | +0.4% | 0.02% | +4.8% |
| Q4 2021 | $547,000 | -2.7% | 7,433 | -1.7% | 0.02% | -22.2% |
| Q3 2021 | $562,000 | -0.2% | 7,565 | +0.3% | 0.03% | -10.0% |
| Q2 2021 | $563,000 | +3.7% | 7,542 | +0.3% | 0.03% | -3.2% |
| Q1 2021 | $543,000 | +6.1% | 7,522 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $512,000 | +14.3% | 7,510 | +0.3% | 0.03% | 0.0% |
| Q3 2020 | $448,000 | – | 7,487 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |