WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,275 | +18.9% | 492 | +23.0% | 0.00% | – |
| Q2 2023 | $23,784 | -25.1% | 400 | -23.2% | 0.00% | – |
| Q1 2023 | $31,750 | +36.9% | 521 | +30.2% | 0.00% | – |
| Q4 2022 | $23,184 | -22.7% | 400 | -33.3% | 0.00% | – |
| Q3 2022 | $30,000 | -45.5% | 600 | -35.1% | 0.00% | – |
| Q2 2022 | $55,000 | +31.0% | 925 | +54.2% | 0.00% | – |
| Q1 2022 | $42,000 | -4.5% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $44,000 | -35.3% | 600 | -33.8% | 0.00% | – |
| Q3 2021 | $68,000 | 0.0% | 906 | 0.0% | 0.00% | – |
| Q2 2021 | $68,000 | +3.0% | 906 | 0.0% | 0.00% | – |
| Q1 2021 | $66,000 | -10.8% | 906 | -15.8% | 0.00% | – |
| Q4 2020 | $74,000 | -15.9% | 1,076 | -27.1% | 0.00% | – |
| Q3 2020 | $88,000 | +6.0% | 1,476 | -1.9% | 0.00% | – |
| Q2 2020 | $83,000 | +6.4% | 1,504 | -8.0% | 0.00% | – |
| Q1 2020 | $78,000 | -54.4% | 1,634 | -32.5% | 0.00% | – |
| Q4 2019 | $171,000 | +33.6% | 2,419 | +18.9% | 0.00% | – |
| Q3 2019 | $128,000 | +21.9% | 2,034 | +24.5% | 0.00% | – |
| Q2 2019 | $105,000 | -1.9% | 1,634 | 0.0% | 0.00% | – |
| Q1 2019 | $107,000 | +9.2% | 1,634 | 0.0% | 0.00% | – |
| Q4 2018 | $98,000 | -14.8% | 1,634 | 0.0% | 0.00% | – |
| Q3 2018 | $115,000 | -31.5% | 1,634 | -30.0% | 0.00% | – |
| Q2 2018 | $168,000 | -7.2% | 2,334 | -1.4% | 0.00% | – |
| Q1 2018 | $181,000 | -1.1% | 2,366 | -0.8% | 0.00% | – |
| Q4 2017 | $183,000 | +3.4% | 2,386 | -0.3% | 0.00% | – |
| Q3 2017 | $177,000 | +7.9% | 2,394 | +1.2% | 0.00% | – |
| Q2 2017 | $164,000 | +45.1% | 2,365 | +37.9% | 0.00% | – |
| Q1 2017 | $113,000 | -26.1% | 1,715 | -32.3% | 0.00% | – |
| Q4 2016 | $153,000 | -38.3% | 2,533 | -37.3% | 0.00% | – |
| Q3 2016 | $248,000 | -10.5% | 4,040 | -18.2% | 0.00% | – |
| Q2 2016 | $277,000 | -11.8% | 4,939 | -7.4% | 0.00% | – |
| Q1 2016 | $314,000 | -4.6% | 5,335 | -5.9% | 0.00% | – |
| Q4 2015 | $329,000 | +8.6% | 5,672 | +3.2% | 0.00% | – |
| Q3 2015 | $303,000 | -8.7% | 5,494 | -0.3% | 0.00% | – |
| Q2 2015 | $332,000 | +0.9% | 5,513 | -0.6% | 0.00% | – |
| Q1 2015 | $329,000 | +24.2% | 5,544 | +16.0% | 0.00% | – |
| Q4 2014 | $265,000 | -5.4% | 4,780 | +1.3% | 0.00% | – |
| Q3 2014 | $280,000 | +495.7% | 4,720 | +539.6% | 0.00% | – |
| Q2 2014 | $47,000 | 0.0% | 738 | 0.0% | 0.00% | – |
| Q1 2014 | $47,000 | -4.1% | 738 | -3.7% | 0.00% | – |
| Q4 2013 | $49,000 | +2.1% | 766 | -4.0% | 0.00% | – |
| Q3 2013 | $48,000 | -61.6% | 798 | -66.4% | 0.00% | – |
| Q2 2013 | $125,000 | – | 2,378 | – | 0.00% | – |
Download | ||||||
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% |