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 | $1,185,549 | -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 ↓ |
|---|---|---|---|
| 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% |