WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,524,088 | -3.5% | 26,520 | -0.1% | 0.15% | -5.1% |
| Q2 2023 | $1,579,094 | -1.0% | 26,557 | +1.5% | 0.16% | -8.7% |
| Q1 2023 | $1,594,883 | +4.5% | 26,171 | -0.6% | 0.17% | -5.5% |
| Q4 2022 | $1,526,502 | -61.4% | 26,337 | -65.8% | 0.18% | -67.5% |
| Q3 2022 | $3,959,000 | -14.1% | 76,965 | -2.5% | 0.56% | -29.4% |
| Q2 2022 | $4,609,000 | -16.4% | 78,953 | -1.7% | 0.80% | -9.5% |
| Q1 2022 | $5,513,000 | -7.8% | 80,313 | -1.1% | 0.88% | -7.1% |
| Q4 2021 | $5,979,000 | -5.9% | 81,182 | -5.2% | 0.95% | -24.8% |
| Q3 2021 | $6,357,000 | -28.6% | 85,629 | -28.2% | 1.26% | -39.0% |
| Q2 2021 | $8,904,000 | +7.3% | 119,232 | +3.8% | 2.07% | -15.4% |
| Q1 2021 | $8,300,000 | +10.4% | 114,906 | +4.1% | 2.44% | -4.4% |
| Q4 2020 | $7,515,000 | +3.8% | 110,340 | -8.7% | 2.56% | -14.0% |
| Q3 2020 | $7,241,000 | -16.2% | 120,879 | -22.1% | 2.97% | -27.6% |
| Q2 2020 | $8,637,000 | +113.4% | 155,263 | +84.3% | 4.10% | +62.2% |
| Q1 2020 | $4,047,000 | +26880.0% | 84,227 | +41187.7% | 2.53% | +28022.2% |
| Q4 2019 | $15,000 | – | 204 | – | 0.01% | – |
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% |