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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,991 | -3.3% | 15,869 | 0.0% | 0.14% | -2.9% |
| Q2 2023 | $943,571 | -3.9% | 15,869 | -1.6% | 0.14% | -10.8% |
| Q1 2023 | $982,292 | +3.2% | 16,119 | -1.8% | 0.16% | -6.0% |
| Q4 2022 | $951,645 | +7.7% | 16,419 | -4.4% | 0.17% | -2.9% |
| Q3 2022 | $884,000 | -14.3% | 17,179 | -2.8% | 0.17% | -14.9% |
| Q2 2022 | $1,032,000 | -14.9% | 17,679 | 0.0% | 0.20% | -10.2% |
| Q1 2022 | $1,213,000 | -6.8% | 17,679 | 0.0% | 0.22% | -7.8% |
| Q4 2021 | $1,302,000 | -0.8% | 17,679 | 0.0% | 0.24% | -7.9% |
| Q3 2021 | $1,312,000 | -1.0% | 17,679 | -0.4% | 0.26% | -2.9% |
| Q2 2021 | $1,325,000 | +3.4% | 17,744 | 0.0% | 0.27% | -3.2% |
| Q1 2021 | $1,282,000 | +3.7% | 17,744 | -2.2% | 0.28% | 0.0% |
| Q4 2020 | $1,236,000 | +13.7% | 18,144 | 0.0% | 0.28% | +6.4% |
| Q3 2020 | $1,087,000 | +5.3% | 18,144 | -2.2% | 0.26% | -0.7% |
| Q2 2020 | $1,032,000 | +7.2% | 18,544 | -7.5% | 0.27% | -4.3% |
| Q1 2020 | $963,000 | -32.4% | 20,044 | 0.0% | 0.28% | -17.0% |
| Q4 2019 | $1,425,000 | +9.2% | 20,044 | -2.4% | 0.34% | -0.3% |
| Q3 2019 | $1,305,000 | -3.7% | 20,544 | -1.4% | 0.34% | -1.5% |
| Q2 2019 | $1,355,000 | +0.2% | 20,844 | +1.5% | 0.34% | -3.4% |
| Q1 2019 | $1,352,000 | +9.1% | 20,544 | 0.0% | 0.35% | +5.7% |
| Q4 2018 | $1,239,000 | -6.3% | 20,544 | +10.5% | 0.34% | -3.5% |
| Q3 2018 | $1,322,000 | -1.1% | 18,584 | 0.0% | 0.35% | -5.4% |
| Q2 2018 | $1,337,000 | -5.8% | 18,584 | 0.0% | 0.37% | -6.6% |
| Q1 2018 | $1,420,000 | -2.1% | 18,584 | -1.6% | 0.39% | -5.5% |
| Q4 2017 | $1,450,000 | +3.9% | 18,884 | 0.0% | 0.42% | -1.9% |
| Q3 2017 | $1,396,000 | +6.3% | 18,884 | 0.0% | 0.42% | 0.0% |
| Q2 2017 | $1,313,000 | +0.8% | 18,884 | -5.0% | 0.42% | -0.5% |
| Q1 2017 | $1,302,000 | +8.0% | 19,884 | -1.0% | 0.43% | +2.7% |
| Q4 2016 | $1,205,000 | -2.3% | 20,084 | 0.0% | 0.42% | -0.7% |
| Q3 2016 | $1,233,000 | +9.4% | 20,084 | 0.0% | 0.42% | +6.4% |
| Q2 2016 | $1,127,000 | -4.7% | 20,084 | 0.0% | 0.39% | -7.5% |
| Q1 2016 | $1,183,000 | -0.1% | 20,084 | -1.5% | 0.42% | +0.2% |
| Q4 2015 | $1,184,000 | +5.2% | 20,384 | 0.0% | 0.42% | -0.7% |
| Q3 2015 | $1,125,000 | -8.5% | 20,384 | 0.0% | 0.43% | -7.6% |
| Q2 2015 | $1,230,000 | +1.8% | 20,384 | 0.0% | 0.46% | +0.2% |
| Q1 2015 | $1,208,000 | -1.1% | 20,384 | -7.3% | 0.46% | -5.7% |
| Q4 2014 | $1,221,000 | -5.4% | 21,984 | +0.8% | 0.49% | -9.6% |
| Q3 2014 | $1,291,000 | -6.8% | 21,809 | +2.0% | 0.54% | -6.4% |
| Q2 2014 | $1,385,000 | -0.4% | 21,384 | 0.0% | 0.58% | -10.0% |
| Q1 2014 | $1,391,000 | -48.4% | 21,384 | -50.0% | 0.64% | -13.1% |
| Q4 2013 | $2,694,000 | +109.6% | 42,768 | +100.0% | 0.74% | -4.8% |
| Q3 2013 | $1,285,000 | +15.0% | 21,384 | 0.0% | 0.78% | +5.1% |
| Q2 2013 | $1,117,000 | -5.7% | 21,384 | 0.0% | 0.74% | -13.1% |
| Q1 2013 | $1,185,000 | +6.3% | 21,384 | 0.0% | 0.85% | -3.9% |
| Q4 2012 | $1,115,000 | – | 21,384 | – | 0.88% | – |
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% |