WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $212,000 | -11.3% | 4,125 | +0.9% | 0.09% | +7.1% |
| Q2 2022 | $239,000 | -12.8% | 4,088 | +2.3% | 0.08% | -14.1% |
| Q1 2022 | $274,000 | -6.8% | 3,998 | +0.2% | 0.10% | -17.5% |
| Q4 2021 | $294,000 | 0.0% | 3,989 | +0.6% | 0.12% | -23.1% |
| Q3 2021 | $294,000 | 0.0% | 3,964 | +0.6% | 0.16% | -33.3% |
| Q2 2021 | $294,000 | +2.1% | 3,942 | -1.0% | 0.23% | -10.7% |
| Q1 2021 | $288,000 | +6.7% | 3,982 | +0.3% | 0.26% | +50.6% |
| Q4 2020 | $270,000 | +13.9% | 3,971 | +0.6% | 0.17% | -6.5% |
| Q3 2020 | $237,000 | +8.2% | 3,949 | +0.4% | 0.19% | +2.8% |
| Q2 2020 | $219,000 | +16.5% | 3,932 | +0.3% | 0.18% | -38.4% |
| Q1 2020 | $188,000 | -32.4% | 3,922 | +0.5% | 0.29% | -12.5% |
| Q4 2019 | $278,000 | +8.6% | 3,903 | -3.2% | 0.34% | -4.5% |
| Q3 2019 | $256,000 | -32.3% | 4,030 | -30.7% | 0.35% | -42.5% |
| Q2 2019 | $378,000 | – | 5,817 | – | 0.61% | – |
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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% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |