WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -33.3% | 103 | -28.5% | 0.01% | -28.6% |
| Q2 2023 | $9 | -18.2% | 144 | -22.6% | 0.01% | -30.0% |
| Q1 2023 | $11 | -57.7% | 186 | -57.1% | 0.01% | -9.1% |
| Q4 2022 | $26 | -99.8% | 434 | +81.6% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | -20.0% | 239 | -9.8% | 0.01% | -8.3% |
| Q2 2022 | $15,000 | -37.5% | 265 | -24.9% | 0.01% | -25.0% |
| Q1 2022 | $24,000 | 0.0% | 353 | +9.3% | 0.02% | -52.9% |
| Q4 2021 | $24,000 | – | 323 | – | 0.03% | – |
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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% |