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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,519,185 | -5.5% | 26,434 | -2.2% | 0.18% | -3.8% |
| Q2 2023 | $1,606,925 | -2.7% | 27,025 | -0.3% | 0.18% | -4.2% |
| Q1 2023 | $1,651,627 | +1.2% | 27,103 | -3.7% | 0.19% | +1.1% |
| Q4 2022 | $1,631,456 | +3.5% | 28,148 | -8.1% | 0.19% | -5.5% |
| Q3 2022 | $1,576,000 | -18.4% | 30,629 | -7.5% | 0.20% | -14.5% |
| Q2 2022 | $1,932,000 | -16.0% | 33,096 | -1.2% | 0.23% | -6.4% |
| Q1 2022 | $2,299,000 | -8.0% | 33,492 | -1.3% | 0.25% | 0.0% |
| Q4 2021 | $2,498,000 | -3.9% | 33,927 | -3.1% | 0.25% | -51.6% |
| Q3 2021 | $2,600,000 | -2.9% | 35,023 | -2.3% | 0.52% | -2.3% |
| Q2 2021 | $2,678,000 | +2.2% | 35,862 | -1.2% | 0.53% | -4.0% |
| Q1 2021 | $2,621,000 | +4.0% | 36,295 | -1.9% | 0.55% | -2.3% |
| Q4 2020 | $2,521,000 | +3.1% | 37,003 | -9.4% | 0.56% | -8.0% |
| Q3 2020 | $2,446,000 | -17.5% | 40,834 | -23.4% | 0.61% | -23.3% |
| Q2 2020 | $2,966,000 | -2.0% | 53,319 | -15.3% | 0.80% | -14.7% |
| Q1 2020 | $3,025,000 | -34.5% | 62,943 | -3.0% | 0.94% | -21.3% |
| Q4 2019 | $4,616,000 | +19.8% | 64,917 | +7.0% | 1.19% | +9.6% |
| Q3 2019 | $3,853,000 | +4.9% | 60,656 | +7.4% | 1.09% | +2.3% |
| Q2 2019 | $3,672,000 | +1.5% | 56,479 | +2.8% | 1.06% | -4.5% |
| Q1 2019 | $3,617,000 | +67.5% | 54,966 | +53.6% | 1.11% | +50.4% |
| Q4 2018 | $2,159,000 | – | 35,790 | – | 0.74% | – |
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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% |