WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,076 | -74.6% | 1,002 | -75.8% | 0.00% | -80.0% |
| Q4 2022 | $240,241 | -3.5% | 4,145 | -14.2% | 0.02% | -11.8% |
| Q3 2022 | $249,000 | -11.1% | 4,831 | +0.8% | 0.02% | -10.5% |
| Q2 2022 | $280,000 | -14.9% | 4,795 | -0.0% | 0.02% | -5.0% |
| Q1 2022 | $329,000 | -13.0% | 4,796 | -6.7% | 0.02% | -16.7% |
| Q4 2021 | $378,000 | -1.0% | 5,140 | +0.0% | 0.02% | -7.7% |
| Q3 2021 | $382,000 | -5.7% | 5,139 | -5.3% | 0.03% | -10.3% |
| Q2 2021 | $405,000 | +6.0% | 5,426 | +2.7% | 0.03% | -12.1% |
| Q1 2021 | $382,000 | -33.4% | 5,283 | -37.3% | 0.03% | -36.5% |
| Q4 2020 | $574,000 | – | 8,430 | – | 0.05% | – |
Download | ||||||
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% |