WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,909,534 | +0.3% | 85,428 | +3.7% | 0.03% | 0.0% |
| Q2 2023 | $4,896,123 | +7.0% | 82,343 | +9.6% | 0.03% | 0.0% |
| Q1 2023 | $4,577,700 | +14.0% | 75,118 | +8.4% | 0.03% | 0.0% |
| Q4 2022 | $4,016,465 | +20.0% | 69,297 | +6.5% | 0.03% | +7.4% |
| Q3 2022 | $3,347,000 | +25.6% | 65,073 | +42.6% | 0.03% | +28.6% |
| Q2 2022 | $2,665,000 | +152.8% | 45,648 | +197.4% | 0.02% | +200.0% |
| Q1 2022 | $1,054,000 | +246.7% | 15,350 | +271.6% | 0.01% | +250.0% |
| Q4 2021 | $304,000 | -68.5% | 4,131 | -68.0% | 0.00% | -75.0% |
| Q2 2021 | $964,000 | – | 12,910 | – | 0.01% | – |
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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% |