WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |