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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $280 | -2.8% | 4,760 | +0.1% | 0.04% | -5.0% |
| Q1 2023 | $288 | +2.9% | 4,754 | -1.6% | 0.04% | +5.3% |
| Q4 2022 | $280 | -99.9% | 4,833 | -3.2% | 0.04% | -5.0% |
| Q3 2022 | $257,000 | -93.4% | 4,994 | -91.1% | 0.04% | -93.1% |
| Q2 2022 | $3,896,000 | 0.0% | 56,394 | 0.0% | 0.58% | +11.8% |
| Q1 2022 | $3,896,000 | -4.4% | 56,394 | +2.3% | 0.52% | -2.1% |
| Q4 2021 | $4,077,000 | +0.0% | 55,128 | +0.3% | 0.53% | -3.1% |
| Q3 2021 | $4,076,000 | +1.0% | 54,947 | +0.0% | 0.55% | -4.4% |
| Q2 2021 | $4,037,000 | +3.6% | 54,931 | -1.1% | 0.57% | -6.2% |
| Q1 2021 | $3,897,000 | 0.0% | 55,518 | 0.0% | 0.61% | 0.0% |
| Q4 2020 | $3,897,000 | +16.9% | 55,518 | -0.3% | 0.61% | +2.3% |
| Q3 2020 | $3,334,000 | +7.1% | 55,659 | -0.6% | 0.60% | -0.7% |
| Q2 2020 | $3,114,000 | -51.7% | 56,010 | -51.7% | 0.60% | +16.5% |
| Q1 2020 | $6,449,000 | +54.4% | 116,073 | +97.6% | 0.52% | -1.7% |
| Q4 2019 | $4,178,000 | +14.2% | 58,744 | +1.5% | 0.52% | -16.0% |
| Q3 2019 | $3,660,000 | -1.6% | 57,854 | +1.2% | 0.62% | -1.6% |
| Q2 2019 | $3,718,000 | +1.8% | 57,175 | +3.1% | 0.63% | +6.0% |
| Q1 2019 | $3,651,000 | +17.4% | 55,475 | +7.3% | 0.60% | +2.6% |
| Q4 2018 | $3,111,000 | -10.7% | 51,684 | +5.6% | 0.58% | -0.9% |
| Q3 2018 | $3,483,000 | -1.4% | 48,958 | -0.3% | 0.59% | -1.5% |
| Q2 2018 | $3,532,000 | +0.8% | 49,095 | +7.1% | 0.60% | -0.2% |
| Q1 2018 | $3,505,000 | +22.8% | 45,853 | +23.4% | 0.60% | +20.3% |
| Q4 2017 | $2,854,000 | – | 37,155 | – | 0.50% | – |
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% |