WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $364,107 | -95.1% | 6,124 | -95.0% | 0.07% | -95.7% |
| Q1 2023 | $7,484,657 | +30.4% | 122,820 | +24.0% | 1.59% | +22.4% |
| Q4 2022 | $5,738,905 | +23.7% | 99,015 | +9.8% | 1.30% | +12.1% |
| Q3 2022 | $4,640,000 | +9.2% | 90,211 | +23.9% | 1.16% | +12.8% |
| Q2 2022 | $4,249,000 | -17.5% | 72,781 | -3.0% | 1.03% | -4.6% |
| Q1 2022 | $5,151,000 | -0.8% | 75,048 | +6.5% | 1.08% | +3.3% |
| Q4 2021 | $5,191,000 | +9.7% | 70,488 | +10.6% | 1.04% | +0.9% |
| Q3 2021 | $4,733,000 | +7.1% | 63,755 | +7.7% | 1.03% | +3.7% |
| Q2 2021 | $4,419,000 | +10.4% | 59,173 | +6.8% | 1.00% | 0.0% |
| Q1 2021 | $4,001,000 | +16.7% | 55,395 | +10.1% | 1.00% | +5.8% |
| Q4 2020 | $3,427,000 | +23.6% | 50,311 | +8.7% | 0.94% | +8.9% |
| Q3 2020 | $2,773,000 | +29.6% | 46,290 | +20.4% | 0.86% | +18.3% |
| Q2 2020 | $2,139,000 | -11.4% | 38,446 | -23.5% | 0.73% | -22.3% |
| Q1 2020 | $2,415,000 | -30.5% | 50,266 | +2.9% | 0.94% | -17.9% |
| Q4 2019 | $3,475,000 | +20.5% | 48,860 | +7.6% | 1.15% | +9.0% |
| Q3 2019 | $2,883,000 | +16.2% | 45,395 | +18.9% | 1.05% | +8.8% |
| Q2 2019 | $2,482,000 | -0.8% | 38,175 | +0.4% | 0.97% | -6.0% |
| Q1 2019 | $2,502,000 | +32.4% | 38,015 | +21.4% | 1.03% | +13.7% |
| Q4 2018 | $1,890,000 | -30.7% | 31,326 | -18.3% | 0.90% | -25.0% |
| Q3 2018 | $2,729,000 | -13.2% | 38,357 | -12.2% | 1.21% | -21.4% |
| Q2 2018 | $3,143,000 | -1.4% | 43,687 | +4.7% | 1.53% | -8.3% |
| Q1 2018 | $3,188,000 | +9.5% | 41,712 | +10.0% | 1.67% | +6.1% |
| Q4 2017 | $2,911,000 | +13.3% | 37,910 | +9.1% | 1.58% | +9.6% |
| Q3 2017 | $2,569,000 | +34.7% | 34,745 | +26.7% | 1.44% | +24.1% |
| Q2 2017 | $1,907,000 | +15.6% | 27,422 | +8.8% | 1.16% | +5.8% |
| Q1 2017 | $1,650,000 | +79.7% | 25,209 | +64.8% | 1.10% | +49.0% |
| Q4 2016 | $918,000 | – | 15,300 | – | 0.74% | – |
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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% |