WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,272,873 | -4.2% | 91,750 | -0.9% | 0.49% | -3.2% |
| Q2 2023 | $5,503,349 | -4.2% | 92,555 | -1.8% | 0.50% | -11.6% |
| Q1 2023 | $5,742,269 | +7.5% | 94,228 | +2.3% | 0.57% | -1.0% |
| Q4 2022 | $5,339,170 | +13.3% | 92,118 | +0.5% | 0.57% | +3.8% |
| Q3 2022 | $4,713,000 | +17.2% | 91,626 | +33.0% | 0.55% | +24.8% |
| Q2 2022 | $4,023,000 | -17.0% | 68,908 | -2.4% | 0.44% | -5.9% |
| Q1 2022 | $4,845,000 | -6.0% | 70,584 | +0.8% | 0.47% | +2.6% |
| Q4 2021 | $5,155,000 | -8.2% | 69,991 | -6.8% | 0.46% | -20.5% |
| Q3 2021 | $5,617,000 | -1.2% | 75,102 | -1.4% | 0.58% | -2.5% |
| Q2 2021 | $5,688,000 | +0.7% | 76,164 | -2.6% | 0.59% | -29.1% |
| Q1 2021 | $5,650,000 | +4.6% | 78,222 | -1.4% | 0.84% | -2.9% |
| Q4 2020 | $5,403,000 | +13.9% | 79,332 | +0.1% | 0.86% | +0.2% |
| Q3 2020 | $4,745,000 | +4.4% | 79,221 | -3.1% | 0.86% | -4.8% |
| Q2 2020 | $4,547,000 | +15.0% | 81,746 | -0.7% | 0.90% | -4.5% |
| Q1 2020 | $3,955,000 | -32.2% | 82,310 | +0.3% | 0.94% | -17.8% |
| Q4 2019 | $5,834,000 | +11.9% | 82,034 | -0.0% | 1.15% | +7.1% |
| Q3 2019 | $5,212,000 | -5.5% | 82,052 | -3.3% | 1.07% | -3.9% |
| Q2 2019 | $5,515,000 | +3.0% | 84,824 | +4.2% | 1.11% | +0.7% |
| Q1 2019 | $5,356,000 | +2.8% | 81,393 | -5.8% | 1.11% | -7.1% |
| Q4 2018 | $5,211,000 | -3.3% | 86,390 | +14.0% | 1.19% | +8.6% |
| Q3 2018 | $5,391,000 | -9.4% | 75,783 | -8.4% | 1.10% | -7.1% |
| Q2 2018 | $5,953,000 | -11.6% | 82,733 | -6.1% | 1.18% | -14.8% |
| Q1 2018 | $6,733,000 | -4.6% | 88,101 | -4.1% | 1.38% | -3.2% |
| Q4 2017 | $7,055,000 | +5.3% | 91,873 | +1.4% | 1.43% | -0.1% |
| Q3 2017 | $6,701,000 | +4.0% | 90,611 | -2.2% | 1.43% | -3.4% |
| Q2 2017 | $6,442,000 | +16.0% | 92,651 | +9.2% | 1.48% | +8.2% |
| Q1 2017 | $5,555,000 | +15.3% | 84,852 | +5.7% | 1.37% | +2.3% |
| Q4 2016 | $4,817,000 | -3.6% | 80,249 | -1.4% | 1.34% | -5.8% |
| Q3 2016 | $4,996,000 | -0.1% | 81,411 | -8.6% | 1.42% | -5.9% |
| Q2 2016 | $5,000,000 | +7.0% | 89,102 | +12.3% | 1.51% | -5.4% |
| Q1 2016 | $4,672,000 | -5.8% | 79,313 | -7.1% | 1.60% | -11.6% |
| Q4 2015 | $4,960,000 | -8.1% | 85,365 | -12.7% | 1.81% | -10.6% |
| Q3 2015 | $5,396,000 | -10.8% | 97,813 | -2.5% | 2.02% | -4.0% |
| Q2 2015 | $6,051,000 | +14.0% | 100,297 | +11.9% | 2.11% | +11.0% |
| Q1 2015 | $5,310,000 | +12.9% | 89,611 | +5.8% | 1.90% | +9.4% |
| Q4 2014 | $4,704,000 | +35.6% | 84,721 | +44.5% | 1.74% | +22.8% |
| Q3 2014 | $3,470,000 | -5.8% | 58,638 | +3.1% | 1.41% | -0.8% |
| Q2 2014 | $3,684,000 | +1.4% | 56,866 | +1.8% | 1.43% | -10.6% |
| Q1 2014 | $3,633,000 | +25.7% | 55,868 | +21.7% | 1.60% | +23.8% |
| Q4 2013 | $2,891,000 | – | 45,888 | – | 1.29% | – |
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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% |