WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $345,968 | -10.4% | 6,020 | -7.3% | 0.10% | -5.9% |
Q2 2023 | $386,134 | -30.2% | 6,494 | -28.5% | 0.10% | -33.3% |
Q1 2023 | $553,151 | -36.8% | 9,077 | -39.9% | 0.15% | -40.7% |
Q4 2022 | $875,022 | -1.0% | 15,097 | -12.2% | 0.26% | -12.2% |
Q3 2022 | $884,000 | -31.4% | 17,185 | -22.1% | 0.29% | -30.3% |
Q2 2022 | $1,289,000 | +73.7% | 22,071 | +104.3% | 0.42% | +81.1% |
Q1 2022 | $742,000 | -21.6% | 10,803 | -15.9% | 0.23% | -23.1% |
Q4 2021 | $946,000 | -0.5% | 12,850 | +0.4% | 0.30% | -10.4% |
Q3 2021 | $951,000 | -0.5% | 12,799 | 0.0% | 0.34% | -1.5% |
Q2 2021 | $956,000 | -5.5% | 12,799 | -8.6% | 0.34% | -11.1% |
Q1 2021 | $1,012,000 | +25.2% | 14,008 | +18.1% | 0.39% | +17.0% |
Q4 2020 | $808,000 | +28.1% | 11,857 | +12.7% | 0.33% | +13.4% |
Q3 2020 | $631,000 | +5.0% | 10,519 | -2.6% | 0.29% | 0.0% |
Q2 2020 | $601,000 | +16.9% | 10,803 | +1.0% | 0.29% | -15.2% |
Q1 2020 | $514,000 | -62.0% | 10,693 | -43.8% | 0.34% | -61.2% |
Q4 2019 | $1,353,000 | – | 19,017 | – | 0.88% | – |
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% |
Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |