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 | $274,707 | -3.3% | 4,780 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $284,219 | -2.4% | 4,780 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $291,294 | +5.1% | 4,780 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $277,049 | +13.1% | 4,780 | +0.2% | 0.04% | +2.8% |
| Q3 2022 | $245,000 | -28.8% | 4,770 | -19.1% | 0.04% | -28.0% |
| Q2 2022 | $344,000 | -15.1% | 5,898 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $405,000 | -13.8% | 5,898 | -7.6% | 0.05% | -17.7% |
| Q4 2021 | $470,000 | -4.1% | 6,383 | -3.3% | 0.06% | -29.5% |
| Q3 2021 | $490,000 | +10.6% | 6,598 | +11.2% | 0.09% | +10.0% |
| Q2 2021 | $443,000 | +3.5% | 5,932 | 0.0% | 0.08% | -14.0% |
| Q1 2021 | $428,000 | +5.9% | 5,932 | 0.0% | 0.09% | +31.0% |
| Q4 2020 | $404,000 | – | 5,932 | – | 0.07% | – |
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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% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |