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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $378,000 | +125.0% | 5,812 | +127.7% | 0.64% | +221.7% |
| Q1 2019 | $168,000 | -52.1% | 2,553 | -56.1% | 0.20% | +26.1% |
| Q4 2018 | $351,000 | +114.0% | 5,812 | +151.5% | 0.16% | +42.7% |
| Q3 2018 | $164,000 | -62.6% | 2,311 | -62.1% | 0.11% | -50.5% |
| Q2 2018 | $439,000 | -2.4% | 6,096 | +2.6% | 0.22% | -8.6% |
| Q1 2018 | $450,000 | +75.1% | 5,942 | +82.3% | 0.24% | +46.4% |
| Q4 2017 | $257,000 | +6.6% | 3,259 | 0.0% | 0.17% | +7.1% |
| Q3 2017 | $241,000 | +7.1% | 3,259 | 0.0% | 0.16% | +2.0% |
| Q2 2017 | $225,000 | +6.1% | 3,259 | 0.0% | 0.15% | -3.8% |
| Q1 2017 | $212,000 | +5.5% | 3,259 | 0.0% | 0.16% | -30.1% |
| Q4 2016 | $201,000 | +1.0% | 3,259 | 0.0% | 0.23% | +27.0% |
| Q3 2016 | $199,000 | -39.1% | 3,259 | -43.0% | 0.18% | -40.7% |
| Q2 2016 | $327,000 | +70.3% | 5,714 | +75.3% | 0.30% | +54.6% |
| Q1 2016 | $192,000 | 0.0% | 3,259 | 0.0% | 0.19% | +6.6% |
| Q3 2015 | $192,000 | -2.0% | 3,259 | 0.0% | 0.18% | +13.8% |
| Q2 2015 | $196,000 | +59.3% | 3,259 | +45.8% | 0.16% | +41.6% |
| Q4 2014 | $123,000 | – | 2,235 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |