WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $137 | -93.2% | 2 | -95.5% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $3,000 | 0.0% | 44 | +4.8% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | -99.0% | 42 | -99.1% | 0.00% | -97.2% |
| Q4 2020 | $310,000 | +126.3% | 4,558 | +100.0% | 0.04% | -5.3% |
| Q3 2020 | $137,000 | +315.2% | 2,279 | +310.6% | 0.04% | +111.1% |
| Q4 2018 | $33,000 | -15.4% | 555 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $39,000 | -60.2% | 555 | -59.2% | 0.02% | -63.3% |
| Q2 2018 | $98,000 | – | 1,359 | – | 0.05% | – |
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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% |