WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |