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 | $475 | -2.5% | 7,995 | 0.0% | 0.17% | -7.7% |
| Q1 2023 | $487 | +5.2% | 7,995 | 0.0% | 0.18% | -0.5% |
| Q4 2022 | $463 | -99.9% | 7,995 | 0.0% | 0.18% | -0.5% |
| Q3 2022 | $411,000 | -18.8% | 7,995 | -7.8% | 0.18% | -11.9% |
| Q2 2022 | $506,000 | -16.4% | 8,675 | -1.7% | 0.21% | -0.9% |
| Q1 2022 | $605,000 | +0.8% | 8,822 | +8.4% | 0.21% | +6.5% |
| Q4 2021 | $600,000 | -0.7% | 8,142 | 0.0% | 0.20% | -9.5% |
| Q3 2021 | $604,000 | +2.7% | 8,142 | 0.0% | 0.22% | -5.6% |
| Q1 2021 | $588,000 | +5.9% | 8,142 | 0.0% | 0.23% | -6.0% |
| Q4 2020 | $555,000 | +11.7% | 8,142 | -1.8% | 0.25% | -0.4% |
| Q3 2020 | $497,000 | +6.0% | 8,293 | -1.8% | 0.25% | -3.5% |
| Q2 2020 | $469,000 | +15.0% | 8,441 | 0.0% | 0.26% | -5.1% |
| Q1 2020 | $408,000 | -36.7% | 8,441 | -7.3% | 0.27% | -16.0% |
| Q4 2019 | $645,000 | +11.8% | 9,109 | -0.1% | 0.32% | +2.9% |
| Q3 2019 | $577,000 | -3.4% | 9,122 | -0.7% | 0.32% | -4.5% |
| Q2 2019 | $597,000 | -46.3% | 9,182 | -50.2% | 0.33% | -67.7% |
| Q4 2018 | $1,111,000 | -53.4% | 18,451 | -45.0% | 1.02% | -21.5% |
| Q3 2018 | $2,385,000 | -1.2% | 33,530 | -0.0% | 1.30% | -6.1% |
| Q2 2018 | $2,414,000 | -5.9% | 33,545 | 0.0% | 1.39% | -3.2% |
| Q1 2018 | $2,564,000 | -0.9% | 33,545 | -0.4% | 1.43% | -1.0% |
| Q4 2017 | $2,586,000 | – | 33,672 | – | 1.45% | – |
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% |