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 2015 | $772,000 | -80.2% | 12,793 | -80.6% | 2.49% | -39.4% |
| Q1 2015 | $3,898,000 | +68.2% | 65,783 | +57.7% | 4.10% | +56.9% |
| Q4 2014 | $2,317,000 | -10.2% | 41,722 | -4.3% | 2.62% | +6.4% |
| Q3 2014 | $2,579,000 | -7.6% | 43,577 | +1.1% | 2.46% | +9.1% |
| Q2 2014 | $2,791,000 | -2.2% | 43,082 | -1.8% | 2.25% | -8.4% |
| Q1 2014 | $2,853,000 | +7.0% | 43,873 | +3.7% | 2.46% | +2.9% |
| Q4 2013 | $2,667,000 | +4.3% | 42,319 | -0.6% | 2.39% | +5.4% |
| Q3 2013 | $2,558,000 | +15.3% | 42,568 | +0.2% | 2.27% | +0.8% |
| Q2 2013 | $2,218,000 | -5.9% | 42,464 | -0.4% | 2.25% | -6.5% |
| Q1 2013 | $2,356,000 | +5.5% | 42,654 | -0.5% | 2.41% | -5.5% |
| Q4 2012 | $2,233,000 | +8.7% | 42,849 | -1.4% | 2.55% | +23.6% |
| Q3 2012 | $2,054,000 | – | 43,475 | – | 2.06% | – |
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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% |