WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,709 | +40609.2% | 20,684 | -57.9% | 0.93% | -56.6% |
| Q2 2023 | $2,920 | -15.2% | 49,114 | -13.1% | 2.14% | -17.3% |
| Q1 2023 | $3,444 | -13.2% | 56,519 | -17.5% | 2.59% | -12.9% |
| Q4 2022 | $3,969 | -99.9% | 68,470 | -13.0% | 2.98% | -5.1% |
| Q3 2022 | $4,048,000 | -26.1% | 78,690 | -16.1% | 3.14% | -17.1% |
| Q2 2022 | $5,477,000 | -13.6% | 93,815 | +1.6% | 3.78% | +3.2% |
| Q1 2022 | $6,339,000 | -5.7% | 92,355 | +1.1% | 3.67% | -4.3% |
| Q4 2021 | $6,725,000 | +6.1% | 91,305 | +6.9% | 3.83% | -1.3% |
| Q3 2021 | $6,339,000 | +0.9% | 85,385 | +1.5% | 3.88% | +2.6% |
| Q2 2021 | $6,282,000 | +7.2% | 84,115 | +3.7% | 3.78% | -0.5% |
| Q1 2021 | $5,860,000 | -0.3% | 81,125 | -6.0% | 3.80% | -1.7% |
| Q4 2020 | $5,876,000 | – | 86,275 | – | 3.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |