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 2021 | $5,667,000 | -3.0% | 76,327 | -2.4% | 0.93% | -1.9% |
| Q2 2021 | $5,841,000 | +2.8% | 78,210 | -0.5% | 0.95% | -6.3% |
| Q1 2021 | $5,680,000 | +4.2% | 78,631 | -1.7% | 1.02% | -7.4% |
| Q4 2020 | $5,450,000 | +12.7% | 80,021 | -0.8% | 1.10% | -7.3% |
| Q3 2020 | $4,834,000 | +6.9% | 80,704 | -0.7% | 1.18% | -1.0% |
| Q2 2020 | $4,521,000 | +14.2% | 81,279 | -1.3% | 1.20% | +6.6% |
| Q1 2020 | $3,958,000 | -32.2% | 82,375 | +0.3% | 1.12% | -16.3% |
| Q4 2019 | $5,842,000 | +15.5% | 82,148 | +3.1% | 1.34% | +11.5% |
| Q3 2019 | $5,059,000 | +1.8% | 79,642 | +4.4% | 1.20% | +2.6% |
| Q2 2019 | $4,968,000 | +4.5% | 76,270 | +5.5% | 1.17% | +5.1% |
| Q1 2019 | $4,756,000 | +11.9% | 72,270 | +2.6% | 1.11% | +4.9% |
| Q4 2018 | $4,249,000 | -15.2% | 70,456 | -0.0% | 1.06% | +1.0% |
| Q3 2018 | $5,013,000 | +25.7% | 70,469 | +27.1% | 1.05% | +17.3% |
| Q2 2018 | $3,988,000 | – | 55,431 | – | 0.90% | – |
Download | ||||||
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% |