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 | $38,793 | -0.8% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,123 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $39,123 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39,123 | +11.8% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -12.5% | 675 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $40,000 | -13.0% | 675 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $46,000 | -8.0% | 675 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $50,000 | 0.0% | 675 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $50,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $50,000 | +2.0% | 675 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $49,000 | +6.5% | 675 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $46,000 | -68.1% | 675 | -71.9% | 0.02% | -46.4% |
| Q3 2020 | $144,000 | +7.5% | 2,400 | 0.0% | 0.03% | -45.1% |
| Q2 2020 | $134,000 | +16.5% | 2,400 | 0.0% | 0.05% | -8.9% |
| Q1 2020 | $115,000 | -39.5% | 2,400 | -10.2% | 0.06% | -27.3% |
| Q4 2019 | $190,000 | +11.8% | 2,673 | 0.0% | 0.08% | +32.8% |
| Q3 2019 | $170,000 | -2.3% | 2,673 | 0.0% | 0.06% | -17.1% |
| Q2 2019 | $174,000 | -1.1% | 2,673 | 0.0% | 0.07% | -5.4% |
| Q1 2019 | $176,000 | +9.3% | 2,673 | 0.0% | 0.07% | -6.3% |
| Q4 2018 | $161,000 | – | 2,673 | – | 0.08% | – |
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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% |