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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $286,000 | -53.7% | 5,954 | -31.5% | 0.11% | -35.3% |
| Q4 2019 | $618,000 | +11.8% | 8,689 | 0.0% | 0.17% | +13.6% |
| Q3 2019 | $553,000 | -32.1% | 8,689 | -30.6% | 0.15% | -27.9% |
| Q2 2019 | $814,000 | -25.0% | 12,516 | -24.1% | 0.20% | -23.6% |
| Q1 2019 | $1,085,000 | -20.6% | 16,483 | -27.2% | 0.27% | -16.0% |
| Q4 2018 | $1,366,000 | -37.1% | 22,645 | -25.8% | 0.32% | -28.4% |
| Q3 2018 | $2,171,000 | -19.6% | 30,517 | -18.7% | 0.44% | -28.8% |
| Q2 2018 | $2,701,000 | -34.4% | 37,546 | -30.3% | 0.62% | -48.0% |
| Q1 2018 | $4,116,000 | -20.8% | 53,847 | -20.4% | 1.20% | -23.0% |
| Q4 2017 | $5,196,000 | -26.4% | 67,652 | -29.1% | 1.56% | +1.0% |
| Q3 2017 | $7,057,000 | -17.4% | 95,427 | -20.1% | 1.54% | -25.2% |
| Q2 2017 | $8,547,000 | -24.3% | 119,431 | -28.2% | 2.06% | -26.4% |
| Q1 2017 | $11,288,000 | -24.7% | 166,378 | -29.8% | 2.80% | -35.8% |
| Q4 2016 | $14,993,000 | -15.2% | 237,009 | -20.0% | 4.37% | -2.4% |
| Q3 2016 | $17,674,000 | +9.4% | 296,234 | +2.8% | 4.48% | -17.2% |
| Q2 2016 | $16,160,000 | -2.4% | 288,267 | +4.7% | 5.40% | -8.2% |
| Q1 2016 | $16,551,000 | +27.1% | 275,382 | +10.4% | 5.89% | -0.5% |
| Q4 2015 | $13,026,000 | – | 249,352 | – | 5.92% | – |
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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% |