WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,166 | -9.5% | 13,192 | -6.4% | 0.04% | -13.6% |
| Q2 2023 | $837,946 | +6.6% | 14,093 | +9.3% | 0.04% | -2.2% |
| Q1 2023 | $785,725 | +16.7% | 12,893 | +11.0% | 0.04% | +7.1% |
| Q4 2022 | $673,348 | +42.1% | 11,617 | +25.9% | 0.04% | +16.7% |
| Q3 2022 | $474,000 | +99.2% | 9,224 | +126.6% | 0.04% | +71.4% |
| Q2 2022 | $238,000 | -10.5% | 4,070 | +5.0% | 0.02% | +5.0% |
| Q1 2022 | $266,000 | +14.2% | 3,876 | +23.4% | 0.02% | +5.3% |
| Q3 2021 | $233,000 | +95.8% | 3,141 | +98.2% | 0.02% | -40.6% |
| Q1 2018 | $119,000 | -4.8% | 1,585 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $125,000 | +6.8% | 1,585 | 0.0% | 0.03% | -34.0% |
| Q3 2017 | $117,000 | +1200.0% | 1,585 | +5.7% | 0.05% | +1150.0% |
| Q2 2017 | $9,000 | – | 1,500 | – | 0.00% | – |
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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% |