WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,471 | +0.2% | 9,213 | +3.7% | 0.00% | – |
| Q2 2023 | $528,480 | -1.7% | 8,888 | +0.7% | 0.00% | – |
| Q1 2023 | $537,856 | +6.7% | 8,826 | +1.5% | 0.00% | – |
| Q4 2022 | $504,136 | +17.2% | 8,698 | +4.0% | 0.00% | – |
| Q3 2022 | $430,000 | -12.2% | 8,360 | -0.4% | 0.00% | – |
| Q2 2022 | $490,000 | -19.3% | 8,393 | -5.1% | 0.00% | – |
| Q1 2022 | $607,000 | -24.8% | 8,848 | -19.2% | 0.00% | – |
| Q4 2021 | $807,000 | +2.3% | 10,955 | +3.1% | 0.00% | – |
| Q3 2021 | $789,000 | -4.9% | 10,629 | -4.4% | 0.00% | – |
| Q2 2021 | $830,000 | +11.6% | 11,114 | +7.9% | 0.00% | – |
| Q1 2021 | $744,000 | +6.3% | 10,303 | +0.3% | 0.00% | – |
| Q4 2020 | $700,000 | +19.3% | 10,277 | +4.8% | 0.00% | – |
| Q3 2020 | $587,000 | +10.1% | 9,808 | +2.3% | 0.00% | – |
| Q2 2020 | $533,000 | +23.4% | 9,588 | +6.7% | 0.00% | – |
| Q1 2020 | $432,000 | -24.9% | 8,985 | +11.2% | 0.00% | – |
| Q4 2019 | $575,000 | +12.5% | 8,079 | +0.5% | 0.00% | – |
| Q3 2019 | $511,000 | +1.6% | 8,040 | +3.9% | 0.00% | – |
| Q2 2019 | $503,000 | -2.1% | 7,736 | -1.0% | 0.00% | – |
| Q1 2019 | $514,000 | +82.9% | 7,811 | +67.9% | 0.00% | – |
| Q4 2018 | $281,000 | -34.0% | 4,653 | -22.3% | 0.00% | – |
| Q3 2018 | $426,000 | -13.9% | 5,987 | -13.0% | 0.00% | – |
| Q2 2018 | $495,000 | +19.9% | 6,879 | +27.4% | 0.00% | – |
| Q1 2018 | $413,000 | +16.3% | 5,401 | +16.7% | 0.00% | – |
| Q4 2017 | $355,000 | +55.0% | 4,627 | +49.5% | 0.00% | – |
| Q3 2017 | $229,000 | +53.7% | 3,094 | +44.9% | 0.00% | – |
| Q2 2017 | $149,000 | +79.5% | 2,136 | +69.4% | 0.00% | – |
| Q1 2017 | $83,000 | +1.2% | 1,261 | -7.8% | 0.00% | – |
| Q4 2016 | $82,000 | -2.4% | 1,367 | +0.1% | 0.00% | – |
| Q3 2016 | $84,000 | -52.8% | 1,365 | -57.1% | 0.00% | – |
| Q2 2016 | $178,000 | -66.0% | 3,180 | -64.2% | 0.00% | -100.0% |
| Q1 2016 | $523,000 | -7.6% | 8,877 | -8.8% | 0.00% | 0.0% |
| Q4 2015 | $566,000 | +11.6% | 9,737 | +6.0% | 0.00% | – |
| Q3 2015 | $507,000 | +550.0% | 9,184 | +612.5% | 0.00% | – |
| Q2 2015 | $78,000 | +2.6% | 1,289 | +1.0% | 0.00% | – |
| Q1 2015 | $76,000 | -77.8% | 1,276 | -79.3% | 0.00% | – |
| Q4 2014 | $342,000 | -67.9% | 6,162 | -65.7% | 0.00% | -100.0% |
| Q3 2014 | $1,065,000 | -6.6% | 17,991 | +2.2% | 0.00% | 0.0% |
| Q2 2014 | $1,140,000 | +35.6% | 17,599 | +36.1% | 0.00% | 0.0% |
| Q1 2014 | $841,000 | +889.4% | 12,935 | +854.6% | 0.00% | – |
| Q4 2013 | $85,000 | +39.3% | 1,355 | +34.3% | 0.00% | – |
| Q3 2013 | $61,000 | +221.1% | 1,009 | +172.7% | 0.00% | – |
| Q2 2013 | $19,000 | – | 370 | – | 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% |