WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,647 | -3.3% | 6,780 | 0.0% | 0.05% | +6.4% |
| Q2 2023 | $403,139 | -5.2% | 6,780 | -2.9% | 0.05% | -11.3% |
| Q1 2023 | $425,361 | +5.1% | 6,980 | 0.0% | 0.05% | -7.0% |
| Q4 2022 | $404,561 | -0.6% | 6,980 | 0.0% | 0.06% | +9.6% |
| Q2 2022 | $407,000 | -15.0% | 6,980 | 0.0% | 0.05% | +18.2% |
| Q1 2022 | $479,000 | -6.8% | 6,980 | 0.0% | 0.04% | -8.3% |
| Q4 2021 | $514,000 | -0.8% | 6,980 | 0.0% | 0.05% | -9.4% |
| Q3 2021 | $518,000 | -3.9% | 6,980 | -3.3% | 0.05% | -5.4% |
| Q2 2021 | $539,000 | +8.7% | 7,221 | -0.9% | 0.06% | +1.8% |
| Q1 2021 | $496,000 | 0.0% | 7,288 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $496,000 | – | 7,288 | – | 0.06% | – |
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% |