WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,330 | -3.3% | 5,556 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $330,387 | -2.4% | 5,556 | 0.0% | 0.02% | -8.3% |
| Q1 2023 | $338,611 | +5.1% | 5,556 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $322,052 | +5.9% | 5,556 | -5.9% | 0.02% | -3.8% |
| Q3 2022 | $304,000 | -11.9% | 5,906 | 0.0% | 0.03% | -10.3% |
| Q2 2022 | $345,000 | -13.1% | 5,906 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $397,000 | -8.7% | 5,906 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $435,000 | -0.7% | 5,906 | 0.0% | 0.03% | -9.1% |
| Q3 2021 | $438,000 | -0.7% | 5,906 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $441,000 | +1.1% | 5,906 | -2.2% | 0.03% | -10.5% |
| Q1 2021 | $436,000 | +6.1% | 6,036 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $411,000 | +11.7% | 6,036 | -1.6% | 0.04% | -16.7% |
| Q3 2020 | $368,000 | +7.9% | 6,136 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $341,000 | +15.6% | 6,136 | 0.0% | 0.05% | -3.9% |
| Q1 2020 | $295,000 | -32.3% | 6,136 | 0.0% | 0.05% | -10.5% |
| Q4 2019 | $436,000 | +10.9% | 6,136 | -0.8% | 0.06% | +1.8% |
| Q3 2019 | $393,000 | -7.5% | 6,186 | -5.4% | 0.06% | -9.7% |
| Q2 2019 | $425,000 | +4.4% | 6,536 | +5.7% | 0.06% | +5.1% |
| Q1 2019 | $407,000 | -45.4% | 6,186 | -47.7% | 0.06% | -50.0% |
| Q4 2018 | $746,000 | +69.5% | 11,823 | +91.1% | 0.12% | +71.0% |
| Q3 2018 | $440,000 | -8.5% | 6,186 | -7.5% | 0.07% | -14.8% |
| Q2 2018 | $481,000 | -5.9% | 6,686 | 0.0% | 0.08% | -9.0% |
| Q1 2018 | $511,000 | -0.6% | 6,686 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $514,000 | +4.7% | 6,686 | +0.6% | 0.09% | -1.1% |
| Q3 2017 | $491,000 | +7.7% | 6,644 | +1.3% | 0.09% | +4.7% |
| Q2 2017 | $456,000 | +6.3% | 6,559 | +0.1% | 0.09% | +2.4% |
| Q1 2017 | $429,000 | +10.0% | 6,551 | +0.7% | 0.08% | +7.7% |
| Q4 2016 | $390,000 | -1.8% | 6,503 | +0.6% | 0.08% | -4.9% |
| Q3 2016 | $397,000 | +8.5% | 6,466 | -0.8% | 0.08% | +5.1% |
| Q2 2016 | $366,000 | -2.9% | 6,516 | +1.8% | 0.08% | -6.0% |
| Q1 2016 | $377,000 | +1.3% | 6,403 | +0.1% | 0.08% | -8.8% |
| Q4 2015 | $372,000 | +6.0% | 6,396 | +0.5% | 0.09% | -3.2% |
| Q3 2015 | $351,000 | -8.1% | 6,362 | +0.5% | 0.09% | -4.1% |
| Q2 2015 | $382,000 | +3.2% | 6,328 | +1.2% | 0.10% | +5.4% |
| Q1 2015 | $370,000 | +6.6% | 6,251 | +0.1% | 0.09% | 0.0% |
| Q4 2014 | $347,000 | -5.4% | 6,242 | +0.7% | 0.09% | -17.0% |
| Q3 2014 | $367,000 | -8.0% | 6,199 | +0.6% | 0.11% | -10.4% |
| Q2 2014 | $399,000 | +1.0% | 6,165 | +1.4% | 0.12% | -6.0% |
| Q1 2014 | $395,000 | +4.2% | 6,080 | +1.0% | 0.13% | -3.6% |
| Q4 2013 | $379,000 | +4.7% | 6,020 | 0.0% | 0.14% | -6.8% |
| Q3 2013 | $362,000 | +18.3% | 6,020 | +2.9% | 0.15% | +2.8% |
| Q2 2013 | $306,000 | -5.3% | 5,850 | +0.4% | 0.14% | -12.2% |
| Q1 2013 | $323,000 | +7.0% | 5,825 | +0.5% | 0.16% | -16.8% |
| Q4 2012 | $302,000 | – | 5,794 | – | 0.20% | – |
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% |