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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,688 | -22.3% | 1,317 | -28.4% | 0.00% | – |
| Q2 2023 | $97,357 | +430.8% | 1,839 | +511.0% | 0.00% | – |
| Q1 2023 | $18,343 | +5.1% | 301 | 0.0% | 0.00% | – |
| Q4 2022 | $17,446 | +481.5% | 301 | +467.9% | 0.00% | – |
| Q3 2022 | $3,000 | -91.7% | 53 | -91.5% | 0.00% | – |
| Q2 2022 | $36,000 | +500.0% | 625 | +579.3% | 0.00% | – |
| Q1 2022 | $6,000 | -92.5% | 92 | -91.5% | 0.00% | -100.0% |
| Q4 2021 | $80,000 | +60.0% | 1,085 | +60.7% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +4900.0% | 675 | +5525.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 12 | -25.0% | 0.00% | – |
| Q4 2020 | $1,000 | -100.0% | 16 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $2,578,000 | -41.7% | 46,338 | -49.7% | 0.04% | -79.1% |
| Q1 2020 | $4,424,000 | +36.5% | 92,061 | +102.0% | 0.18% | +78.4% |
| Q4 2019 | $3,240,000 | – | 45,565 | – | 0.10% | – |
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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% |