WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -0.5% | 2,723 | 0.0% | 0.06% | +8.3% |
| Q3 2021 | $202,000 | -0.5% | 2,723 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $203,000 | -4.7% | 2,723 | -28.8% | 0.06% | -48.3% |
| Q2 2020 | $213,000 | +2.4% | 3,825 | -11.8% | 0.12% | -19.4% |
| Q1 2020 | $208,000 | -24.1% | 4,337 | +12.6% | 0.14% | +6.7% |
| Q4 2019 | $274,000 | +8.7% | 3,851 | -2.8% | 0.14% | -9.4% |
| Q3 2019 | $252,000 | -11.0% | 3,963 | -8.9% | 0.15% | -14.9% |
| Q2 2019 | $283,000 | -12.7% | 4,351 | -11.6% | 0.18% | -18.2% |
| Q1 2019 | $324,000 | +5.9% | 4,924 | -2.9% | 0.21% | -9.7% |
| Q4 2018 | $306,000 | -23.3% | 5,069 | -9.6% | 0.24% | -15.4% |
| Q3 2018 | $399,000 | +5.8% | 5,610 | +7.0% | 0.28% | -16.4% |
| Q2 2018 | $377,000 | +6.2% | 5,243 | +12.8% | 0.34% | +11.7% |
| Q1 2018 | $355,000 | +19.5% | 4,646 | +24.9% | 0.30% | +7.9% |
| Q4 2017 | $297,000 | – | 3,720 | – | 0.28% | – |
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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% |