WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $120,940 | -14.8% | 1,985 | -18.3% | 0.06% | -4.8% |
| Q2 2022 | $142,000 | -8.4% | 2,429 | +7.6% | 0.06% | +28.6% |
| Q1 2022 | $155,000 | -3.7% | 2,258 | +3.3% | 0.05% | -31.0% |
| Q4 2021 | $161,000 | -28.1% | 2,186 | -30.6% | 0.07% | -23.7% |
| Q4 2019 | $224,000 | +12.0% | 3,151 | 0.0% | 0.09% | +5.7% |
| Q3 2019 | $200,000 | -2.4% | 3,151 | 0.0% | 0.09% | -5.4% |
| Q2 2019 | $205,000 | -1.0% | 3,151 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $207,000 | -36.7% | 3,151 | -31.4% | 0.09% | -23.6% |
| Q3 2018 | $327,000 | -3.3% | 4,591 | -2.1% | 0.12% | -12.8% |
| Q2 2018 | $338,000 | -11.3% | 4,691 | -6.0% | 0.14% | -14.0% |
| Q1 2018 | $381,000 | -9.7% | 4,991 | -9.1% | 0.16% | -4.1% |
| Q4 2017 | $422,000 | +3.9% | 5,490 | 0.0% | 0.17% | -1.7% |
| Q3 2017 | $406,000 | +17.0% | 5,490 | +10.0% | 0.17% | +16.0% |
| Q2 2017 | $347,000 | +18.0% | 4,990 | +11.1% | 0.15% | +6.4% |
| Q1 2017 | $294,000 | +9.3% | 4,490 | 0.0% | 0.14% | 0.0% |
| Q4 2016 | $269,000 | – | 4,490 | – | 0.14% | – |
Download | ||||||
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% |