WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185,549 | -27.3% | 20,629 | -24.8% | 0.55% | -31.5% |
| Q2 2023 | $1,631,702 | -5.7% | 27,442 | -3.3% | 0.81% | -16.7% |
| Q1 2023 | $1,729,600 | +8.8% | 28,382 | +3.5% | 0.97% | +1.8% |
| Q4 2022 | $1,589,205 | -20.3% | 27,419 | -29.2% | 0.95% | -23.1% |
| Q3 2022 | $1,993,000 | -11.8% | 38,739 | +0.1% | 1.24% | -9.7% |
| Q2 2022 | $2,259,000 | -11.2% | 38,691 | +4.3% | 1.37% | -1.7% |
| Q1 2022 | $2,545,000 | +1.9% | 37,081 | +9.3% | 1.39% | -10.0% |
| Q4 2021 | $2,498,000 | -1.4% | 33,918 | -0.6% | 1.55% | -23.9% |
| Q3 2021 | $2,534,000 | -2.0% | 34,131 | -1.5% | 2.03% | -2.8% |
| Q2 2021 | $2,587,000 | +16.9% | 34,646 | +6.6% | 2.09% | -1.5% |
| Q4 2020 | $2,213,000 | – | 32,488 | – | 2.12% | – |
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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% |