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 | $2,138,344 | -3.3% | 37,208 | 0.0% | 0.36% | -0.3% |
| Q2 2023 | $2,212,388 | -3.8% | 37,208 | -1.4% | 0.36% | -10.3% |
| Q1 2023 | $2,299,388 | +2.0% | 37,732 | -3.0% | 0.41% | -4.5% |
| Q4 2022 | $2,253,659 | -6.6% | 38,883 | -17.1% | 0.43% | -15.6% |
| Q3 2022 | $2,413,000 | -15.2% | 46,904 | -3.8% | 0.50% | -9.2% |
| Q2 2022 | $2,846,000 | -29.3% | 48,754 | -16.8% | 0.56% | -18.7% |
| Q1 2022 | $4,024,000 | +3.0% | 58,625 | +10.5% | 0.68% | -0.1% |
| Q4 2021 | $3,908,000 | -3.4% | 53,057 | -2.6% | 0.68% | -12.7% |
| Q3 2021 | $4,044,000 | -1.2% | 54,477 | -0.6% | 0.78% | -2.1% |
| Q2 2021 | $4,093,000 | +1.7% | 54,807 | -1.6% | 0.80% | -7.9% |
| Q1 2021 | $4,023,000 | +6.1% | 55,695 | 0.0% | 0.87% | -1.4% |
| Q4 2020 | $3,793,000 | +10.1% | 55,695 | -3.2% | 0.88% | -5.6% |
| Q3 2020 | $3,445,000 | +5.4% | 57,508 | -2.1% | 0.94% | +2.0% |
| Q2 2020 | $3,269,000 | +11.7% | 58,765 | -3.5% | 0.92% | -9.7% |
| Q1 2020 | $2,926,000 | +216.0% | 60,894 | +367.4% | 1.02% | +291.9% |
| Q4 2019 | $926,000 | +13.9% | 13,027 | +1.8% | 0.26% | +4.4% |
| Q3 2019 | $813,000 | -2.3% | 12,800 | 0.0% | 0.25% | -1.2% |
| Q2 2019 | $832,000 | -1.2% | 12,800 | 0.0% | 0.25% | -4.6% |
| Q1 2019 | $842,000 | +10.1% | 12,800 | +1.0% | 0.26% | -4.4% |
| Q4 2018 | $765,000 | – | 12,677 | – | 0.28% | – |
Download | ||||||
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% |