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 | $3,729,688 | -0.5% | 64,898 | +2.9% | 1.63% | +4.7% |
| Q2 2023 | $3,750,023 | -5.0% | 63,068 | -2.6% | 1.55% | -10.5% |
| Q1 2023 | $3,947,693 | +10.2% | 64,780 | +4.8% | 1.74% | +3.2% |
| Q4 2022 | $3,582,739 | -1.6% | 61,814 | -12.6% | 1.68% | -10.3% |
| Q3 2022 | $3,640,000 | -2.2% | 70,756 | +10.9% | 1.87% | -0.7% |
| Q2 2022 | $3,723,000 | -12.8% | 63,773 | +2.5% | 1.89% | +4.0% |
| Q1 2022 | $4,270,000 | -0.9% | 62,205 | +6.3% | 1.81% | +3.4% |
| Q4 2021 | $4,309,000 | +1.8% | 58,499 | +2.6% | 1.76% | -7.6% |
| Q3 2021 | $4,232,000 | +4.6% | 57,010 | +5.3% | 1.90% | +4.6% |
| Q2 2021 | $4,044,000 | +6.5% | 54,156 | +3.1% | 1.82% | +0.6% |
| Q1 2021 | $3,796,000 | +11.3% | 52,550 | +5.0% | 1.80% | +4.9% |
| Q4 2020 | $3,410,000 | +11.0% | 50,062 | -2.4% | 1.72% | -2.5% |
| Q3 2020 | $3,073,000 | -8.7% | 51,295 | -15.2% | 1.77% | -14.3% |
| Q2 2020 | $3,367,000 | +11.5% | 60,519 | -3.7% | 2.06% | -6.2% |
| Q1 2020 | $3,019,000 | -30.5% | 62,823 | +2.8% | 2.20% | -12.9% |
| Q4 2019 | $4,345,000 | +11.4% | 61,098 | -0.5% | 2.52% | +4.6% |
| Q3 2019 | $3,902,000 | -1.8% | 61,434 | +0.5% | 2.41% | -2.2% |
| Q2 2019 | $3,975,000 | +1.1% | 61,142 | +2.4% | 2.46% | -1.9% |
| Q1 2019 | $3,931,000 | +75.2% | 59,734 | +60.6% | 2.51% | +48.8% |
| Q4 2018 | $2,244,000 | -54.8% | 37,194 | -46.7% | 1.69% | -42.2% |
| Q3 2018 | $4,965,000 | +10.9% | 69,786 | +12.1% | 2.92% | +3.9% |
| Q2 2018 | $4,478,000 | -0.4% | 62,231 | +5.7% | 2.81% | -1.7% |
| Q1 2018 | $4,498,000 | +27.7% | 58,849 | +28.4% | 2.86% | +32.7% |
| Q4 2017 | $3,521,000 | +63.6% | 45,847 | +57.6% | 2.16% | +61.9% |
| Q3 2017 | $2,152,000 | +91.6% | 29,096 | +80.1% | 1.33% | +84.2% |
| Q2 2017 | $1,123,000 | – | 16,156 | – | 0.72% | – |
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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% |