WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,278 | -50.5% | 700 | -52.7% | 0.02% | -56.9% |
| Q4 2022 | $85,451 | +5.5% | 1,479 | 0.0% | 0.06% | -1.7% |
| Q3 2022 | $81,000 | -13.8% | 1,479 | -5.7% | 0.06% | -9.2% |
| Q2 2022 | $94,000 | -14.5% | 1,569 | -2.1% | 0.06% | -9.7% |
| Q1 2022 | $110,000 | -6.8% | 1,602 | 0.0% | 0.07% | -6.5% |
| Q4 2021 | $118,000 | – | 1,602 | – | 0.08% | – |
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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% |