WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,264 | -3.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,481 | -2.4% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,642 | +5.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,318 | +5.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | -57.9% | 109 | -61.8% | 0.00% | -50.0% |
| Q4 2020 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 285 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $16,000 | +14.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -30.0% | 285 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $20,000 | +11.1% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -15.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -4.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | -4.5% | 285 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $22,000 | – | 285 | – | 0.01% | – |
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% |