WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $326,000 | -66.4% | 4,744 | -64.0% | 0.03% | -64.8% |
| Q4 2021 | $970,000 | -57.3% | 13,168 | -57.0% | 0.09% | -60.2% |
| Q3 2021 | $2,274,000 | +94.9% | 30,631 | +95.9% | 0.22% | +97.3% |
| Q2 2021 | $1,167,000 | +240.2% | 15,635 | +229.6% | 0.11% | +330.8% |
| Q1 2021 | $343,000 | +6.2% | 4,744 | 0.0% | 0.03% | -31.6% |
| Q4 2020 | $323,000 | – | 4,744 | – | 0.04% | – |
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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% |