WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,351 | -3.2% | 4,565 | +0.1% | 0.03% | -2.9% |
| Q2 2023 | $271,060 | -2.1% | 4,559 | +0.4% | 0.03% | -8.1% |
| Q1 2023 | $276,840 | +5.3% | 4,543 | +0.2% | 0.04% | +12.1% |
| Q4 2022 | $262,849 | +3.9% | 4,535 | -8.1% | 0.03% | -17.5% |
| Q3 2022 | $253,000 | -12.2% | 4,934 | 0.0% | 0.04% | -9.1% |
| Q2 2022 | $288,000 | -15.0% | 4,934 | 0.0% | 0.04% | +4.8% |
| Q1 2022 | $339,000 | -6.6% | 4,934 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $363,000 | -20.6% | 4,934 | -19.9% | 0.04% | -25.0% |
| Q3 2021 | $457,000 | -0.7% | 6,162 | 0.0% | 0.06% | -6.7% |
| Q2 2021 | $460,000 | +2.2% | 6,162 | -1.2% | 0.06% | -25.0% |
| Q1 2021 | $450,000 | -36.6% | 6,237 | -47.0% | 0.08% | -60.2% |
| Q4 2018 | $710,000 | – | 11,762 | – | 0.20% | – |
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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% |