WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $833 | -40.6% | 14 | -39.1% | 0.00% | – |
| Q1 2023 | $1,402 | -34.6% | 23 | -37.8% | 0.00% | – |
| Q4 2022 | $2,145 | +7.2% | 37 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -80.0% | 37 | -77.7% | 0.00% | -100.0% |
| Q2 2022 | $10,000 | +233.3% | 166 | +348.6% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 37 | -11.9% | 0.00% | – |
| Q2 2021 | $3,000 | -94.3% | 42 | -94.3% | 0.00% | -100.0% |
| Q1 2021 | $53,000 | -94.4% | 739 | -94.7% | 0.01% | -95.2% |
| Q4 2020 | $954,000 | +42.4% | 14,007 | +25.2% | 0.14% | +26.1% |
| Q3 2020 | $670,000 | +4.4% | 11,191 | -3.0% | 0.12% | -2.5% |
| Q2 2020 | $642,000 | +21.4% | 11,535 | +4.9% | 0.12% | +3.5% |
| Q1 2020 | $529,000 | -26.0% | 11,001 | +9.5% | 0.11% | -3.4% |
| Q4 2019 | $715,000 | +10.3% | 10,048 | -1.6% | 0.12% | +3.5% |
| Q3 2019 | $648,000 | +10.0% | 10,207 | +12.7% | 0.11% | +11.8% |
| Q2 2019 | $589,000 | -6.8% | 9,054 | -5.7% | 0.10% | -6.4% |
| Q1 2019 | $632,000 | +21.1% | 9,602 | +10.9% | 0.11% | -0.9% |
| Q4 2018 | $522,000 | +361.9% | 8,662 | +446.2% | 0.11% | +478.9% |
| Q3 2018 | $113,000 | +5550.0% | 1,586 | +5186.7% | 0.02% | – |
| Q2 2018 | $2,000 | – | 30 | – | 0.00% | – |
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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% |