WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,552 | -3.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,606 | -2.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,646 | -29.0% | 27 | -32.5% | 0.00% | 0.0% |
| Q4 2022 | $2,318 | +15.9% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -75.0% | 40 | -69.5% | 0.00% | -75.0% |
| Q2 2022 | $8,000 | +166.7% | 131 | +227.5% | 0.00% | +300.0% |
| Q1 2022 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | -25.0% | 40 | -7.0% | 0.00% | -50.0% |
| Q1 2021 | $4,000 | -33.3% | 43 | -54.3% | 0.00% | -33.3% |
| Q4 2020 | $6,000 | 0.0% | 94 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $6,000 | – | 94 | – | 0.00% | – |
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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% |