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 | $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 ↓ |
|---|---|---|---|
| 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% |