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 | $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 ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |