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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,446 | -1.9% | 1,087 | +1.5% | 0.01% | 0.0% |
Q2 2023 | $63,664 | +17.4% | 1,071 | +20.3% | 0.01% | 0.0% |
Q1 2023 | $54,231 | +5.4% | 890 | +0.2% | 0.01% | -12.5% |
Q4 2022 | $51,444 | +7.2% | 888 | -5.6% | 0.01% | 0.0% |
Q3 2022 | $48,000 | -14.3% | 941 | -2.7% | 0.01% | -11.1% |
Q2 2022 | $56,000 | -13.8% | 967 | +2.5% | 0.01% | -10.0% |
Q1 2022 | $65,000 | +22.6% | 943 | +31.9% | 0.01% | +25.0% |
Q4 2021 | $53,000 | -5.4% | 715 | -4.4% | 0.01% | -11.1% |
Q3 2021 | $56,000 | +40.0% | 748 | +39.0% | 0.01% | +28.6% |
Q2 2021 | $40,000 | +166.7% | 538 | +153.8% | 0.01% | +133.3% |
Q1 2021 | $15,000 | +7.1% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $14,000 | +600.0% | 212 | +748.0% | 0.00% | +200.0% |
Q4 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | – | 25 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D/L Capital Management, LLC | 299,816 | $22,258,000 | 5.34% |
JD Financial Services Inc. | 63,013 | $4,678,000 | 4.27% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 143,849 | $10,728,000 | 4.12% |
Tacita Capital Inc | 85,385 | $6,339,000 | 3.88% |
Efficient Advisors, LLC | 539,593 | $40,059,000 | 3.83% |
Great Point Wealth Advisors, LLC | 136,645 | $10,145,000 | 3.49% |
Savant Capital, LLC | 1,268,158 | $94,148,000 | 3.43% |
COLLECTIVE FAMILY OFFICE LLC | 68,676 | $5,099,000 | 2.19% |
Addison Advisors LLC | 34,131 | $2,534,000 | 2.03% |
Neumann Capital Management, LLC | 57,010 | $4,232,000 | 1.90% |