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 | $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 ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |