WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | -21.4% | 432 | -11.3% | 0.00% | -50.0% |
| Q2 2022 | $28,000 | -89.4% | 487 | -87.3% | 0.00% | -84.6% |
| Q1 2022 | $263,000 | -11.7% | 3,825 | -5.4% | 0.01% | -56.7% |
| Q4 2021 | $298,000 | -15.3% | 4,042 | -14.7% | 0.03% | +66.7% |
| Q3 2021 | $352,000 | +2.3% | 4,741 | +3.0% | 0.02% | +12.5% |
| Q2 2021 | $344,000 | +15.8% | 4,605 | +12.0% | 0.02% | +6.7% |
| Q1 2021 | $297,000 | +6.5% | 4,112 | +0.3% | 0.02% | -75.8% |
| Q4 2020 | $279,000 | – | 4,101 | – | 0.06% | – |
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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% |