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 | $3,128,207 | +4.6% | 54,432 | +8.2% | 0.03% | +3.3% |
| Q2 2023 | $2,991,076 | +2.3% | 50,304 | +4.9% | 0.03% | -6.2% |
| Q1 2023 | $2,922,813 | +11.1% | 47,962 | +5.7% | 0.03% | +39.1% |
| Q4 2022 | $2,630,573 | -99.9% | 45,386 | -48.8% | 0.02% | -4.2% |
| Q3 2022 | $2,281,279,000 | +109313.9% | 88,604 | +148.1% | 0.02% | +14.3% |
| Q2 2022 | $2,085,000 | +0.1% | 35,711 | +17.7% | 0.02% | -4.5% |
| Q1 2022 | $2,083,000 | +0.1% | 30,348 | +7.4% | 0.02% | +4.8% |
| Q4 2021 | $2,081,000 | -1.0% | 28,250 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $2,102,000 | +3.8% | 28,314 | +4.4% | 0.02% | -8.7% |
| Q2 2021 | $2,025,000 | +7.4% | 27,118 | +3.9% | 0.02% | -4.2% |
| Q1 2021 | $1,886,000 | +4.8% | 26,108 | -1.0% | 0.02% | +14.3% |
| Q4 2020 | $1,799,000 | -100.0% | 26,370 | -62.0% | 0.02% | -72.7% |
| Q3 2020 | $4,148,000,000 | – | 69,389 | – | 0.08% | – |
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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% |