WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 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% | – |
Download |
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% |