WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $911,000 | -6.9% | 13,278 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $978,000 | -0.8% | 13,278 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $986,000 | -0.6% | 13,278 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $992,000 | -100.0% | 13,278 | -52.5% | 0.02% | -5.6% |
| Q1 2021 | $2,017,818,000 | +223110.0% | 27,936 | +110.4% | 0.02% | -10.0% |
| Q4 2020 | $904,000 | +13.7% | 13,278 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $795,000 | +7.6% | 13,278 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $739,000 | +15.8% | 13,278 | 0.0% | 0.02% | -8.7% |
| Q1 2020 | $638,000 | -29.4% | 13,278 | +4.4% | 0.02% | -14.8% |
| Q4 2019 | $904,000 | +672.6% | 12,718 | +673.1% | 0.03% | +350.0% |
| Q3 2018 | $117,000 | -38.7% | 1,645 | -38.0% | 0.01% | -45.5% |
| Q2 2018 | $191,000 | – | 2,654 | – | 0.01% | – |
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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% |