WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,675 | -4.8% | 21,745 | -1.5% | 0.15% | -4.5% |
| Q2 2023 | $1,312,021 | -14.4% | 22,066 | -12.3% | 0.16% | -42.9% |
| Q1 2023 | $1,532,430 | +4.7% | 25,147 | -0.4% | 0.28% | +0.4% |
| Q4 2022 | $1,463,734 | -16.0% | 25,254 | -25.4% | 0.27% | -28.3% |
| Q3 2022 | $1,742,000 | -20.3% | 33,867 | -9.6% | 0.38% | -36.5% |
| Q2 2022 | $2,186,000 | -15.9% | 37,443 | -1.1% | 0.60% | -35.9% |
| Q1 2022 | $2,599,000 | -8.5% | 37,871 | -1.8% | 0.94% | -9.5% |
| Q4 2021 | $2,841,000 | – | 38,568 | – | 1.04% | – |
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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% |