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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,000 | -0.9% | 4,297 | 0.0% | 0.00% | – |
| Q3 2021 | $319,000 | -69.0% | 4,297 | -68.8% | 0.00% | – |
| Q2 2021 | $1,029,000 | +231.9% | 13,777 | +220.6% | 0.00% | – |
| Q1 2021 | $310,000 | +5.8% | 4,297 | 0.0% | 0.00% | – |
| Q4 2020 | $293,000 | +14.0% | 4,297 | 0.0% | 0.00% | – |
| Q3 2020 | $257,000 | +26.0% | 4,297 | +17.1% | 0.00% | – |
| Q2 2020 | $204,000 | -38.0% | 3,670 | -20.8% | 0.00% | – |
| Q4 2019 | $329,000 | +37.7% | 4,635 | +23.1% | 0.00% | – |
| Q3 2019 | $239,000 | +18.9% | 3,765 | +22.0% | 0.00% | – |
| Q2 2019 | $201,000 | -11.5% | 3,085 | -3.4% | 0.00% | – |
| Q3 2018 | $227,000 | -0.9% | 3,195 | 0.0% | 0.00% | – |
| Q2 2018 | $229,000 | -11.6% | 3,195 | -5.9% | 0.00% | – |
| Q1 2018 | $259,000 | -0.8% | 3,395 | 0.0% | 0.00% | – |
| Q4 2017 | $261,000 | -59.9% | 3,395 | -61.4% | 0.00% | – |
| Q3 2017 | $651,000 | +217.6% | 8,800 | +197.8% | 0.00% | – |
| Q2 2017 | $205,000 | -88.8% | 2,955 | -91.6% | 0.00% | -100.0% |
| Q2 2013 | $1,828,000 | – | 35,000 | – | 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% |