WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,739,058 | -2.6% | 47,675 | +0.8% | 1.53% | -14.5% |
| Q2 2023 | $2,811,548 | -4.5% | 47,285 | -2.1% | 1.79% | -7.3% |
| Q1 2023 | $2,943,932 | +4.1% | 48,309 | -1.0% | 1.93% | +0.8% |
| Q4 2022 | $2,829,000 | +12.9% | 48,808 | +0.2% | 1.92% | -5.7% |
| Q3 2022 | $2,506,000 | +9.1% | 48,722 | +23.9% | 2.03% | +5.2% |
| Q2 2022 | $2,296,000 | -15.6% | 39,324 | -0.8% | 1.93% | -2.7% |
| Q1 2022 | $2,721,000 | -8.5% | 39,641 | -1.8% | 1.98% | -9.3% |
| Q4 2021 | $2,974,000 | – | 40,381 | – | 2.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |