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 ↓ |
|---|---|---|---|
| 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% |