WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 192 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $952 | -2.7% | 15 | 0.0% | 0.00% | – |
| Q1 2024 | $978 | +2.1% | 15 | 0.0% | 0.00% | – |
| Q4 2023 | $958 | +11.1% | 15 | 0.0% | 0.00% | – |
| Q3 2023 | $862 | -3.4% | 15 | 0.0% | 0.00% | – |
| Q2 2023 | $892 | -2.4% | 15 | 0.0% | 0.00% | – |
| Q1 2023 | $914 | +5.2% | 15 | 0.0% | 0.00% | – |
| Q4 2022 | $869 | -78.3% | 15 | -78.9% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | – | 71 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 121,475 | $7,997,000 | 8.94% |
| 3D ASSET MANAGEMENT, INC | 553,943 | $36,017,000 | 8.78% |
| Efficient Advisors, LLC | 665,718 | $43,285,000 | 7.56% |
| Shakespeare Wealth Management, LLC | 102,284 | $6,651,000 | 4.29% |
| Carlson Capital Management | 187,844 | $12,214,000 | 2.99% |
| Neumann Capital Management, LLC | 61,142 | $3,975,000 | 2.46% |
| WESCAP Management Group, Inc. | 87,328 | $5,678,000 | 2.35% |
| Osbon Capital Management LLC | 32,336 | $2,102,000 | 2.24% |
| Surevest, LLC | 57,450 | $3,735,000 | 1.94% |
| PrairieView Partners, LLC | 107,202 | $6,970,000 | 1.74% |