WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,838,171 | -6.9% | 240,789 | -3.7% | 4.50% | +4.6% |
| Q2 2023 | $14,866,215 | -6.9% | 250,020 | -4.5% | 4.30% | +1.6% |
| Q1 2023 | $15,960,209 | +0.8% | 261,900 | -4.1% | 4.23% | -0.7% |
| Q4 2022 | $15,832,538 | +13.0% | 273,163 | +0.3% | 4.26% | +2.4% |
| Q3 2022 | $14,009,000 | -7.0% | 272,334 | +5.6% | 4.16% | -1.2% |
| Q2 2022 | $15,063,000 | -27.7% | 258,012 | -15.0% | 4.21% | -18.0% |
| Q1 2022 | $20,829,000 | -6.5% | 303,458 | +0.3% | 5.13% | -1.4% |
| Q4 2021 | $22,284,000 | +0.1% | 302,562 | +0.9% | 5.21% | -2.5% |
| Q3 2021 | $22,258,000 | -0.5% | 299,816 | +0.1% | 5.34% | -0.1% |
| Q2 2021 | $22,379,000 | +0.6% | 299,663 | -2.7% | 5.35% | -5.2% |
| Q1 2021 | $22,249,000 | +101031.8% | 308,036 | -6.7% | 5.64% | +20781.5% |
| Q4 2020 | $22,000 | – | 330,312 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |