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 | $201,496 | -0.9% | 3,240 | 0.0% | 0.07% | -20.9% |
| Q4 2022 | $203,359 | -27.9% | 3,240 | -41.4% | 0.09% | -35.9% |
| Q3 2022 | $282,000 | -22.7% | 5,530 | -12.2% | 0.14% | -23.7% |
| Q2 2022 | $365,000 | -31.4% | 6,300 | -20.3% | 0.19% | -24.1% |
| Q1 2022 | $532,000 | -5.0% | 7,900 | 0.0% | 0.24% | +7.5% |
| Q4 2021 | $560,000 | -13.4% | 7,900 | -7.6% | 0.23% | +3.2% |
| Q3 2021 | $647,000 | +6.9% | 8,550 | +7.5% | 0.22% | -0.5% |
| Q2 2021 | $605,000 | +6.1% | 7,950 | +4.0% | 0.22% | -3.5% |
| Q1 2021 | $570,000 | +67.6% | 7,645 | +56.0% | 0.23% | +63.1% |
| Q4 2020 | $340,000 | – | 4,900 | – | 0.14% | – |
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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% |