WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
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% |