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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $817,000 | -1.7% | 11,088 | -0.9% | 0.33% | -9.0% |
| Q3 2021 | $831,000 | -0.6% | 11,190 | +0.0% | 0.37% | -0.8% |
| Q2 2021 | $836,000 | +5.0% | 11,189 | +1.6% | 0.37% | +8.2% |
| Q1 2021 | $796,000 | +7.4% | 11,018 | +1.3% | 0.34% | +2.1% |
| Q4 2020 | $741,000 | +13.7% | 10,874 | -0.1% | 0.33% | +13.2% |
| Q3 2020 | $652,000 | +30.9% | 10,886 | +21.6% | 0.30% | +19.0% |
| Q2 2020 | $498,000 | +19.1% | 8,955 | +2.8% | 0.25% | -1.6% |
| Q1 2020 | $418,000 | -25.1% | 8,710 | +7.5% | 0.25% | +11.0% |
| Q4 2019 | $558,000 | +4.7% | 8,105 | +3.5% | 0.23% | 0.0% |
| Q3 2019 | $533,000 | +2.1% | 7,830 | -1.9% | 0.23% | -3.4% |
| Q2 2019 | $522,000 | +0.6% | 7,984 | +4.4% | 0.24% | -4.1% |
| Q1 2019 | $519,000 | – | 7,651 | – | 0.24% | – |
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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% |