WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,081 | -3.3% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,568 | -13.1% | 245 | -10.9% | 0.00% | 0.0% |
| Q1 2023 | $16,759 | +25.7% | 275 | +19.6% | 0.00% | 0.0% |
| Q4 2022 | $13,331 | +33.3% | 230 | +17.9% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 195 | +25.8% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | +50.0% | 155 | +72.2% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 90 | 0.0% | 0.00% | -60.0% |
| Q3 2018 | $6,000 | -53.8% | 90 | -50.0% | 0.01% | -58.3% |
| Q2 2018 | $13,000 | +85.7% | 180 | +100.0% | 0.01% | +71.4% |
| Q1 2018 | $7,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | – | 90 | – | 0.01% | – |
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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% |