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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,552,610 | +1.5% | 27,016 | +5.0% | 0.40% | +4.9% |
Q2 2023 | $1,530,084 | +6.6% | 25,733 | +9.2% | 0.39% | +3.5% |
Q1 2023 | $1,435,929 | +19.5% | 23,563 | +13.6% | 0.37% | +14.8% |
Q4 2022 | $1,201,801 | +37.3% | 20,735 | +21.9% | 0.32% | +21.3% |
Q3 2022 | $875,000 | +20.4% | 17,008 | +36.5% | 0.27% | +22.4% |
Q2 2022 | $727,000 | +50.8% | 12,459 | +77.4% | 0.22% | +61.0% |
Q1 2022 | $482,000 | +1995.7% | 7,022 | +2150.6% | 0.14% | +1842.9% |
Q4 2021 | $23,000 | 0.0% | 312 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $23,000 | – | 312 | – | 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% |