WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,550,273 | +0.5% | 26,975 | +4.0% | 0.08% | +2.6% |
| Q2 2023 | $1,542,850 | -3.7% | 25,948 | -1.3% | 0.08% | -12.6% |
| Q1 2023 | $1,601,875 | +6.7% | 26,286 | +1.5% | 0.09% | -5.4% |
| Q4 2022 | $1,501,041 | +8.1% | 25,898 | +8.9% | 0.09% | -2.1% |
| Q3 2022 | $1,388,000 | 0.0% | 23,773 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $1,388,000 | -22.3% | 23,773 | -1.9% | 0.09% | -11.3% |
| Q4 2021 | $1,786,000 | -2.6% | 24,243 | -1.8% | 0.11% | +79.7% |
| Q3 2021 | $1,833,000 | +3.0% | 24,695 | +3.6% | 0.06% | +3.5% |
| Q2 2021 | $1,780,000 | +8.2% | 23,831 | +4.6% | 0.06% | -3.4% |
| Q1 2021 | $1,645,000 | – | 22,773 | – | 0.06% | – |
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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% |