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 | $33,114 | -2.6% | 576 | +0.7% | 0.02% | 0.0% |
| Q2 2023 | $33,991 | -0.4% | 572 | +2.1% | 0.02% | -6.2% |
| Q1 2023 | $34,140 | +6.2% | 560 | +0.9% | 0.02% | 0.0% |
| Q4 2022 | $32,143 | +14.8% | 555 | +0.9% | 0.02% | +6.7% |
| Q3 2022 | $28,000 | -12.5% | 550 | +1.1% | 0.02% | -11.8% |
| Q2 2022 | $32,000 | -11.1% | 544 | +2.8% | 0.02% | 0.0% |
| Q1 2022 | $36,000 | -7.7% | 529 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $39,000 | 0.0% | 527 | +0.8% | 0.02% | -10.5% |
| Q3 2021 | $39,000 | 0.0% | 523 | +0.6% | 0.02% | -5.0% |
| Q2 2021 | $39,000 | +5.4% | 520 | +1.6% | 0.02% | 0.0% |
| Q1 2021 | $37,000 | +5.7% | 512 | +0.2% | 0.02% | -4.8% |
| Q4 2020 | $35,000 | +16.7% | 511 | +0.8% | 0.02% | +5.0% |
| Q3 2020 | $30,000 | +7.1% | 507 | +0.4% | 0.02% | -4.8% |
| Q2 2020 | $28,000 | -20.0% | 505 | -31.2% | 0.02% | -32.3% |
| Q1 2020 | $35,000 | -32.7% | 734 | +0.4% | 0.03% | -16.2% |
| Q4 2019 | $52,000 | – | 731 | – | 0.04% | – |
Download | ||||||
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% |