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 | $3,271,077 | -3.7% | 56,918 | -0.3% | 0.43% | -0.2% |
| Q2 2023 | $3,395,463 | -2.0% | 57,105 | +0.5% | 0.43% | -8.1% |
| Q1 2023 | $3,463,830 | +4.7% | 56,840 | -0.5% | 0.47% | +2.4% |
| Q4 2022 | $3,309,806 | +9.2% | 57,105 | -3.1% | 0.46% | 0.0% |
| Q3 2022 | $3,032,000 | -14.8% | 58,947 | -3.3% | 0.46% | -16.2% |
| Q2 2022 | $3,558,000 | -17.3% | 60,953 | -2.7% | 0.55% | -6.5% |
| Q1 2022 | $4,300,000 | -5.6% | 62,641 | +1.3% | 0.59% | -7.3% |
| Q4 2021 | $4,555,000 | +1.7% | 61,844 | +2.5% | 0.63% | -7.3% |
| Q3 2021 | $4,478,000 | +0.9% | 60,324 | +1.5% | 0.68% | +2.2% |
| Q2 2021 | $4,437,000 | +4.2% | 59,415 | +0.8% | 0.67% | -3.0% |
| Q1 2021 | $4,259,000 | +9.7% | 58,965 | +3.4% | 0.69% | -4.8% |
| Q4 2020 | $3,882,000 | -11.8% | 57,001 | -22.4% | 0.72% | -20.8% |
| Q3 2020 | $4,400,000 | +8.5% | 73,453 | -1.1% | 0.91% | +2.0% |
| Q2 2020 | $4,057,000 | +10.1% | 74,261 | -3.1% | 0.90% | -7.7% |
| Q1 2020 | $3,684,000 | -34.0% | 76,667 | -2.3% | 0.97% | -16.2% |
| Q4 2019 | $5,580,000 | +12.1% | 78,462 | +0.1% | 1.16% | +5.3% |
| Q3 2019 | $4,977,000 | +3.2% | 78,357 | +5.7% | 1.10% | +1.6% |
| Q2 2019 | $4,821,000 | -0.0% | 74,137 | +3.0% | 1.08% | -5.5% |
| Q1 2019 | $4,822,000 | +15.6% | 71,984 | +4.1% | 1.15% | +1.2% |
| Q4 2018 | $4,173,000 | -20.2% | 69,174 | -5.9% | 1.13% | -5.0% |
| Q3 2018 | $5,231,000 | +1.6% | 73,520 | +2.7% | 1.19% | -7.7% |
| Q2 2018 | $5,150,000 | -1.9% | 71,578 | +4.2% | 1.29% | -8.2% |
| Q1 2018 | $5,251,000 | +3.0% | 68,709 | +3.5% | 1.41% | +2.4% |
| Q4 2017 | $5,096,000 | +3.0% | 66,359 | -0.8% | 1.37% | -2.3% |
| Q3 2017 | $4,946,000 | +9.2% | 66,887 | +2.7% | 1.41% | -7.4% |
| Q2 2017 | $4,529,000 | +9.3% | 65,138 | +2.9% | 1.52% | +2.2% |
| Q1 2017 | $4,143,000 | +9.7% | 63,284 | +0.6% | 1.49% | +3.3% |
| Q4 2016 | $3,777,000 | +2.4% | 62,934 | +4.7% | 1.44% | -2.9% |
| Q3 2016 | $3,690,000 | +8.7% | 60,124 | -0.6% | 1.48% | +5.4% |
| Q2 2016 | $3,396,000 | -0.9% | 60,517 | +4.0% | 1.41% | -4.9% |
| Q1 2016 | $3,426,000 | +4.5% | 58,164 | +3.0% | 1.48% | -9.3% |
| Q4 2015 | $3,280,000 | -1.8% | 56,459 | -6.8% | 1.63% | -12.0% |
| Q3 2015 | $3,341,000 | -4.7% | 60,560 | +4.2% | 1.85% | +4.0% |
| Q2 2015 | $3,506,000 | +10.0% | 58,107 | +8.1% | 1.78% | +5.8% |
| Q1 2015 | $3,186,000 | +12.3% | 53,766 | +5.3% | 1.68% | +11.4% |
| Q4 2014 | $2,836,000 | -3.5% | 51,075 | +2.9% | 1.51% | -7.8% |
| Q3 2014 | $2,939,000 | -4.7% | 49,656 | +4.3% | 1.64% | -12.3% |
| Q2 2014 | $3,083,000 | +2.3% | 47,595 | +2.7% | 1.87% | +3.5% |
| Q1 2014 | $3,013,000 | +5.8% | 46,333 | +2.5% | 1.80% | +1.2% |
| Q4 2013 | $2,847,000 | – | 45,181 | – | 1.78% | – |
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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% |