WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,986,197 | -5.4% | 86,762 | -2.1% | 1.50% | -5.6% |
| Q2 2023 | $5,271,564 | -5.2% | 88,657 | -2.8% | 1.58% | -10.1% |
| Q1 2023 | $5,558,239 | +3.5% | 91,208 | -1.5% | 1.76% | -2.2% |
| Q4 2022 | $5,368,389 | -13.1% | 92,622 | -22.9% | 1.80% | -21.9% |
| Q3 2022 | $6,181,000 | -14.3% | 120,155 | -2.8% | 2.30% | -9.8% |
| Q2 2022 | $7,213,000 | -20.6% | 123,555 | -6.7% | 2.56% | -9.7% |
| Q1 2022 | $9,089,000 | -8.7% | 132,408 | -2.0% | 2.83% | -7.2% |
| Q4 2021 | $9,955,000 | -1.9% | 135,170 | -1.1% | 3.05% | -12.5% |
| Q3 2021 | $10,145,000 | -0.6% | 136,645 | -0.1% | 3.49% | -2.1% |
| Q2 2021 | $10,211,000 | -36.3% | 136,733 | -38.3% | 3.56% | -41.8% |
| Q1 2021 | $16,019,000 | +16.0% | 221,771 | +9.3% | 6.13% | +3.3% |
| Q4 2020 | $13,815,000 | +31.0% | 202,843 | +7.0% | 5.93% | +9.0% |
| Q3 2020 | $10,547,000 | 0.0% | 189,603 | 0.0% | 5.44% | 0.0% |
| Q2 2020 | $10,547,000 | +27.9% | 189,603 | +10.4% | 5.44% | -21.1% |
| Q1 2020 | $8,249,000 | – | 171,688 | – | 6.89% | – |
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% |