WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |