WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 186 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,673 | -13.6% | 13,079 | -10.6% | 0.14% | -11.0% |
| Q2 2023 | $870,063 | -7.1% | 14,633 | -4.8% | 0.15% | -24.5% |
| Q1 2023 | $936,748 | -8.5% | 15,372 | -13.0% | 0.20% | -7.7% |
| Q4 2022 | $1,023,948 | +2.3% | 17,666 | -9.2% | 0.22% | -20.8% |
| Q3 2022 | $1,001,000 | -17.0% | 19,462 | -5.8% | 0.28% | -14.7% |
| Q2 2022 | $1,206,000 | -20.9% | 20,664 | -6.9% | 0.33% | -16.8% |
| Q1 2022 | $1,524,000 | – | 22,199 | – | 0.39% | – |
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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, INC. | 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% |