WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $79,222 | +105529.3% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $75 | -99.9% | 1,300 | 0.0% | 0.03% | +3.0% |
| Q3 2022 | $67,000 | -11.8% | 1,300 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $76,000 | -41.5% | 1,300 | -31.4% | 0.03% | -33.3% |
| Q1 2022 | $130,000 | -7.1% | 1,895 | 0.0% | 0.05% | -10.5% |
| Q4 2021 | $140,000 | -0.7% | 1,895 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $141,000 | -0.7% | 1,895 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $142,000 | +3.6% | 1,895 | 0.0% | 0.06% | -6.0% |
| Q1 2021 | $137,000 | +6.2% | 1,895 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $129,000 | +13.2% | 1,895 | 0.0% | 0.07% | +3.1% |
| Q3 2020 | $114,000 | +8.6% | 1,895 | 0.0% | 0.06% | -4.4% |
| Q2 2020 | $105,000 | +15.4% | 1,895 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $91,000 | -32.6% | 1,895 | 0.0% | 0.07% | -18.4% |
| Q4 2019 | $135,000 | +12.5% | 1,895 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $120,000 | – | 1,895 | – | 0.08% | – |
Download | ||||||
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% |