WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |