WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,067 | -3.6% | 4,122 | -1.2% | 0.11% | -3.4% |
| Q1 2023 | $254,296 | +6.5% | 4,173 | +1.3% | 0.12% | +28.3% |
| Q4 2022 | $238,792 | +8.1% | 4,120 | +8.6% | 0.09% | -25.2% |
| Q2 2022 | $221,000 | -24.8% | 3,794 | -11.6% | 0.12% | +41.4% |
| Q1 2022 | $294,000 | -5.5% | 4,291 | +1.5% | 0.09% | +4.8% |
| Q4 2021 | $311,000 | -2.2% | 4,226 | -1.4% | 0.08% | +18.6% |
| Q3 2021 | $318,000 | -8.6% | 4,286 | -7.9% | 0.07% | +6.1% |
| Q2 2021 | $348,000 | +13.4% | 4,653 | +9.3% | 0.07% | +10.0% |
| Q1 2021 | $307,000 | +21.3% | 4,256 | +14.4% | 0.06% | +33.3% |
| Q4 2020 | $253,000 | +5.0% | 3,719 | -7.6% | 0.04% | -8.2% |
| Q3 2020 | $241,000 | +8.1% | 4,024 | +0.6% | 0.05% | 0.0% |
| Q2 2020 | $223,000 | -1.8% | 4,000 | -15.3% | 0.05% | -12.5% |
| Q1 2020 | $227,000 | -27.7% | 4,720 | +6.8% | 0.06% | -11.1% |
| Q4 2019 | $314,000 | +33.1% | 4,419 | +19.0% | 0.06% | +21.2% |
| Q3 2019 | $236,000 | +14.6% | 3,714 | +37.6% | 0.05% | -13.3% |
| Q1 2018 | $206,000 | +17.7% | 2,700 | +23.9% | 0.06% | +36.4% |
| Q4 2017 | $175,000 | – | 2,180 | – | 0.04% | – |
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% |