WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,310,927 | -1.2% | 40,211 | +2.3% | 0.53% | +1.1% |
| Q2 2023 | $2,338,265 | +37.6% | 39,325 | +41.0% | 0.52% | +30.8% |
| Q1 2023 | $1,699,251 | +22.6% | 27,884 | +17.3% | 0.40% | -17.7% |
| Q4 2022 | $1,386,271 | -15.7% | 23,766 | -25.7% | 0.48% | -24.9% |
| Q3 2022 | $1,645,000 | -17.8% | 31,985 | -2.5% | 0.65% | -4.9% |
| Q2 2022 | $2,002,000 | +13.0% | 32,802 | +27.1% | 0.68% | +27.9% |
| Q1 2022 | $1,771,000 | +55.9% | 25,807 | +67.3% | 0.53% | +58.5% |
| Q4 2021 | $1,136,000 | +17.5% | 15,425 | +21.0% | 0.34% | +15.9% |
| Q3 2021 | $967,000 | +44.8% | 12,746 | +45.1% | 0.29% | +37.6% |
| Q2 2021 | $668,000 | +46.2% | 8,783 | +43.6% | 0.21% | +44.8% |
| Q1 2021 | $457,000 | +45.1% | 6,118 | +32.4% | 0.14% | +21.8% |
| Q4 2020 | $315,000 | – | 4,622 | – | 0.12% | – |
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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% |