WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 186 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,364,693 | -0.5% | 58,547 | +2.9% | 0.78% | +1.2% |
| Q2 2023 | $3,383,174 | -3.0% | 56,898 | -0.6% | 0.77% | -7.3% |
| Q1 2023 | $3,487,182 | +6.4% | 57,223 | +1.2% | 0.83% | -16.7% |
| Q4 2022 | $3,277,463 | +13.9% | 56,547 | +1.1% | 1.00% | +2.9% |
| Q3 2022 | $2,877,000 | -7.6% | 55,938 | +4.9% | 0.97% | -6.7% |
| Q2 2022 | $3,115,000 | -19.4% | 53,350 | -5.3% | 1.04% | -13.2% |
| Q1 2022 | $3,866,000 | -0.5% | 56,327 | +6.8% | 1.20% | -0.9% |
| Q4 2021 | $3,885,000 | +2.6% | 52,755 | +3.4% | 1.21% | -7.4% |
| Q3 2021 | $3,787,000 | +2.7% | 51,007 | +3.3% | 1.31% | -5.7% |
| Q2 2021 | $3,687,000 | +1.8% | 49,371 | -1.5% | 1.39% | -7.7% |
| Q1 2021 | $3,621,000 | +5.9% | 50,126 | -0.2% | 1.50% | -3.8% |
| Q4 2020 | $3,419,000 | +22.1% | 50,206 | +7.4% | 1.56% | +3.4% |
| Q3 2020 | $2,801,000 | +7.3% | 46,768 | -0.3% | 1.51% | -5.2% |
| Q2 2020 | $2,610,000 | +20.8% | 46,922 | +4.4% | 1.59% | -1.2% |
| Q1 2020 | $2,161,000 | -22.9% | 44,965 | +14.1% | 1.61% | -19.8% |
| Q4 2019 | $2,802,000 | +18.8% | 39,406 | +6.1% | 2.01% | +7.8% |
| Q3 2019 | $2,358,000 | +64.7% | 37,128 | +68.6% | 1.87% | +52.0% |
| Q2 2019 | $1,432,000 | +3.0% | 22,021 | +4.3% | 1.23% | -3.8% |
| Q1 2019 | $1,390,000 | +18.3% | 21,123 | +8.4% | 1.28% | +2.7% |
| Q4 2018 | $1,175,000 | – | 19,484 | – | 1.24% | – |
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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% |
| WESCAP Management Group, Inc. | 86,339 | $6,358,000 | 1.76% |