WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $285 | +0.7% | 4,684 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $283 | -99.9% | 4,897 | -47.5% | 0.00% | -50.0% |
| Q3 2022 | $479,000 | -24.0% | 9,330 | -13.5% | 0.00% | -33.3% |
| Q2 2022 | $630,000 | -85.8% | 10,792 | -83.3% | 0.00% | -85.7% |
| Q1 2022 | $4,435,000 | +1.4% | 64,614 | +8.8% | 0.02% | +5.0% |
| Q4 2021 | $4,373,000 | +3.6% | 59,376 | +4.4% | 0.02% | -9.1% |
| Q3 2021 | $4,223,000 | +27.9% | 56,885 | +28.7% | 0.02% | +15.8% |
| Q2 2021 | $3,301,000 | +9903.0% | 44,206 | +9489.2% | 0.02% | – |
| Q1 2021 | $33,000 | +13.8% | 461 | +8.2% | 0.00% | – |
| Q4 2020 | $29,000 | -6.5% | 426 | -18.1% | 0.00% | – |
| Q3 2020 | $31,000 | -75.2% | 520 | -76.8% | 0.00% | -100.0% |
| Q2 2020 | $125,000 | -70.7% | 2,242 | -74.7% | 0.00% | -83.3% |
| Q1 2020 | $427,000 | -29.7% | 8,879 | +4.0% | 0.01% | -25.0% |
| Q4 2019 | $607,000 | +107.9% | 8,538 | +85.9% | 0.01% | +100.0% |
| Q3 2019 | $292,000 | – | 4,592 | – | 0.00% | – |
Download | ||||||
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% |