WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317 | -10.2% | 5,732 | 0.0% | 0.32% | +53.3% |
| Q2 2023 | $353 | -18.7% | 5,732 | -17.9% | 0.21% | -57.0% |
| Q1 2023 | $434 | +2.6% | 6,979 | +1.5% | 0.49% | +3.8% |
| Q4 2022 | $423 | -99.9% | 6,879 | +4.6% | 0.48% | +0.4% |
| Q3 2022 | $334,000 | -13.0% | 6,577 | +3.5% | 0.47% | +81.9% |
| Q2 2022 | $384,000 | +16.7% | 6,356 | +32.5% | 0.26% | -47.0% |
| Q1 2022 | $329,000 | -7.1% | 4,798 | -2.1% | 0.49% | +104.6% |
| Q4 2021 | $354,000 | +2.6% | 4,902 | +5.6% | 0.24% | +3.4% |
| Q3 2021 | $345,000 | +0.9% | 4,641 | -0.4% | 0.23% | -0.9% |
| Q2 2021 | $342,000 | -27.2% | 4,660 | -50.4% | 0.23% | -53.9% |
| Q1 2020 | $470,000 | -94.9% | 9,386 | -92.8% | 0.51% | -94.5% |
| Q4 2019 | $9,182,000 | +17.6% | 130,056 | +3.7% | 9.20% | +5.0% |
| Q3 2019 | $7,810,000 | -2.3% | 125,361 | +3.2% | 8.76% | -2.0% |
| Q2 2019 | $7,997,000 | -1.9% | 121,475 | +1.3% | 8.94% | -3.2% |
| Q1 2019 | $8,155,000 | +16.1% | 119,964 | +3.0% | 9.23% | -2.3% |
| Q4 2018 | $7,023,000 | – | 116,430 | – | 9.45% | – |
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% |