WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |