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 | $371,888 | -3.3% | 6,471 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $384,766 | -2.4% | 6,471 | 0.0% | 0.30% | -15.8% |
| Q1 2023 | $394,343 | +5.1% | 6,471 | 0.0% | 0.35% | -2.5% |
| Q4 2022 | $375,059 | +12.6% | 6,471 | 0.0% | 0.36% | +10.3% |
| Q3 2022 | $333,000 | -11.9% | 6,471 | 0.0% | 0.33% | -7.1% |
| Q2 2022 | $378,000 | -14.9% | 6,471 | 0.0% | 0.35% | +3.5% |
| Q1 2022 | $444,000 | -6.9% | 6,471 | 0.0% | 0.34% | -1.2% |
| Q4 2021 | $477,000 | – | 6,471 | – | 0.35% | – |
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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, LLC | 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% |