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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $11,820 | +5.2% | 194 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $11,232 | +12.3% | 194 | +0.5% | 0.01% | 0.0% |
Q3 2022 | $10,000 | -9.1% | 193 | +0.5% | 0.01% | -16.7% |
Q2 2022 | $11,000 | -15.4% | 192 | +1.1% | 0.01% | -14.3% |
Q1 2022 | $13,000 | -50.0% | 190 | -45.4% | 0.01% | -46.2% |
Q4 2021 | $26,000 | +52.9% | 348 | +53.3% | 0.01% | +18.2% |
Q3 2021 | $17,000 | -34.6% | 227 | -34.2% | 0.01% | -35.3% |
Q2 2021 | $26,000 | +4.0% | 345 | +1.2% | 0.02% | -15.0% |
Q1 2021 | $25,000 | +8.7% | 341 | +0.3% | 0.02% | -4.8% |
Q4 2020 | $23,000 | – | 340 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |