WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,059,000 | -11.5% | 20,587 | +0.4% | 0.10% | -6.5% |
| Q2 2022 | $1,197,000 | -15.3% | 20,499 | -0.4% | 0.11% | +5.9% |
| Q1 2022 | $1,413,000 | -27.1% | 20,587 | -21.2% | 0.10% | -34.0% |
| Q4 2021 | $1,939,000 | +2.8% | 26,122 | 0.0% | 0.15% | -5.6% |
| Q1 2021 | $1,887,000 | -2.2% | 26,122 | -7.8% | 0.16% | -8.0% |
| Q4 2020 | $1,930,000 | +13.7% | 28,332 | 0.0% | 0.18% | -1.1% |
| Q3 2020 | $1,697,000 | +6.9% | 28,332 | -0.7% | 0.18% | -1.1% |
| Q2 2020 | $1,587,000 | +16.6% | 28,530 | +0.7% | 0.18% | -9.5% |
| Q1 2020 | $1,361,000 | -34.1% | 28,332 | -2.5% | 0.20% | -21.0% |
| Q4 2019 | $2,066,000 | +14.8% | 29,046 | +2.5% | 0.25% | +6.8% |
| Q3 2019 | $1,800,000 | -2.3% | 28,332 | 0.0% | 0.24% | -8.2% |
| Q2 2019 | $1,842,000 | -1.2% | 28,332 | 0.0% | 0.26% | -4.1% |
| Q1 2019 | $1,865,000 | +9.1% | 28,332 | 0.0% | 0.27% | -4.3% |
| Q4 2018 | $1,709,000 | -15.2% | 28,332 | 0.0% | 0.28% | -2.4% |
| Q3 2018 | $2,016,000 | -1.1% | 28,332 | 0.0% | 0.29% | -7.1% |
| Q2 2018 | $2,038,000 | -5.9% | 28,332 | 0.0% | 0.31% | -8.6% |
| Q1 2018 | $2,165,000 | +75.6% | 28,332 | +76.5% | 0.34% | +18.6% |
| Q4 2017 | $1,233,000 | +3.9% | 16,049 | 0.0% | 0.28% | +2.2% |
| Q3 2017 | $1,187,000 | +6.4% | 16,049 | 0.0% | 0.28% | +9.4% |
| Q2 2017 | $1,116,000 | +6.2% | 16,049 | 0.0% | 0.26% | +6.7% |
| Q1 2017 | $1,051,000 | -52.1% | 16,049 | -56.1% | 0.24% | -51.7% |
| Q4 2016 | $2,195,000 | -2.7% | 36,577 | -0.4% | 0.50% | -0.2% |
| Q3 2016 | $2,255,000 | +12.0% | 36,742 | +2.4% | 0.50% | +10.5% |
| Q2 2016 | $2,014,000 | -4.9% | 35,892 | -0.2% | 0.45% | -3.2% |
| Q1 2016 | $2,118,000 | +1.4% | 35,954 | 0.0% | 0.46% | +11.8% |
| Q4 2015 | $2,089,000 | +5.3% | 35,954 | 0.0% | 0.42% | -4.6% |
| Q3 2015 | $1,984,000 | +27.6% | 35,954 | +39.5% | 0.44% | +16.9% |
| Q2 2015 | $1,555,000 | – | 25,768 | – | 0.37% | – |
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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% |