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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,571 | +146.8% | 24,396 | +161.6% | 0.54% | +163.3% |
| Q2 2023 | $563,137 | -10.5% | 9,325 | -7.9% | 0.21% | -16.9% |
| Q1 2023 | $629,487 | +3.1% | 10,122 | +2.4% | 0.25% | -22.4% |
| Q4 2022 | $610,275 | +12.4% | 9,883 | -3.4% | 0.32% | +5.2% |
| Q3 2022 | $543,000 | -13.7% | 10,228 | -0.8% | 0.30% | -8.4% |
| Q2 2022 | $629,000 | +0.2% | 10,307 | +5.9% | 0.33% | -4.9% |
| Q1 2022 | $628,000 | -9.9% | 9,729 | -0.1% | 0.35% | -46.5% |
| Q4 2021 | $697,000 | -1.8% | 9,739 | +3.8% | 0.65% | +0.6% |
| Q3 2021 | $710,000 | -65.2% | 9,378 | -65.5% | 0.65% | +45.7% |
| Q2 2021 | $2,042,000 | +39.3% | 27,158 | +40.0% | 0.45% | +2.8% |
| Q1 2021 | $1,466,000 | -22.4% | 19,399 | -30.1% | 0.43% | -24.5% |
| Q4 2020 | $1,888,000 | +4.6% | 27,759 | -5.7% | 0.58% | -22.1% |
| Q3 2020 | $1,805,000 | – | 29,448 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| WESCAP Management Group, Inc. | 86,339 | $6,358,000 | 1.76% |