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 | $615,791 | -3.3% | 10,715 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $637,114 | -5.4% | 10,715 | -3.1% | 0.02% | -7.7% |
| Q1 2023 | $673,692 | +109265.6% | 11,055 | +4.1% | 0.03% | -25.7% |
| Q4 2022 | $616 | -99.9% | 10,623 | -41.4% | 0.04% | -38.6% |
| Q3 2022 | $932,000 | -14.0% | 18,128 | -2.3% | 0.06% | +26.7% |
| Q2 2022 | $1,084,000 | -12.2% | 18,564 | +3.1% | 0.04% | +36.4% |
| Q1 2022 | $1,235,000 | -19.4% | 17,998 | -13.5% | 0.03% | -2.9% |
| Q4 2021 | $1,532,000 | +14.6% | 20,806 | +15.5% | 0.03% | -2.9% |
| Q3 2021 | $1,337,000 | -0.5% | 18,007 | +0.0% | 0.04% | -2.8% |
| Q2 2021 | $1,344,000 | -28.4% | 18,001 | -30.6% | 0.04% | -28.0% |
| Q1 2021 | $1,876,000 | – | 25,921 | – | 0.05% | – |
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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% |