WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,747 | +93.3% | 100 | +100.0% | 0.00% | – |
| Q2 2023 | $2,973 | -96.9% | 50 | -96.8% | 0.00% | -100.0% |
| Q1 2023 | $95,249 | +3186.7% | 1,563 | +3026.0% | 0.01% | – |
| Q4 2022 | $2,898 | +44.9% | 50 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -72.7% | 50 | -67.1% | 0.00% | – |
| Q1 2021 | $11,000 | -26.7% | 152 | -43.7% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | -16.7% | 270 | -18.2% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -28.6% | 330 | +10.0% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | +23.5% | 300 | +11.1% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +6.2% | 270 | -1.8% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -30.4% | 275 | -18.2% | 0.00% | -50.0% |
| Q3 2018 | $23,000 | -4.2% | 336 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | -4.0% | 336 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $25,000 | +4.2% | 336 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 336 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | +9.5% | 336 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | -4.5% | 336 | -9.4% | 0.00% | -33.3% |
| Q4 2016 | $22,000 | -12.0% | 371 | -10.8% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | +8.7% | 416 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | +187.5% | 416 | +184.9% | 0.00% | +200.0% |
| Q1 2016 | $8,000 | – | 146 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |