WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $429,000 | -64.1% | 8,336 | -59.3% | 0.21% | -58.7% |
| Q2 2022 | $1,196,000 | -51.2% | 20,491 | -42.7% | 0.52% | -44.7% |
| Q1 2022 | $2,453,000 | -18.0% | 35,742 | -12.1% | 0.94% | -20.5% |
| Q4 2021 | $2,993,000 | -41.3% | 40,641 | -40.8% | 1.18% | -46.3% |
| Q3 2021 | $5,099,000 | +19.6% | 68,676 | +20.3% | 2.19% | +20.4% |
| Q2 2021 | $4,262,000 | +39.5% | 57,064 | +34.9% | 1.82% | +22.1% |
| Q1 2021 | $3,056,000 | +49.8% | 42,315 | +41.3% | 1.49% | +31.6% |
| Q4 2020 | $2,040,000 | – | 29,956 | – | 1.13% | – |
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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% |