WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $3,655,000 | -8.3% | 51,378 | -7.2% | 0.22% | -9.2% |
Q2 2018 | $3,984,000 | -39.9% | 55,368 | -36.1% | 0.24% | -39.7% |
Q1 2018 | $6,627,000 | +57.8% | 86,710 | +58.6% | 0.40% | +61.8% |
Q4 2017 | $4,199,000 | +1.9% | 54,679 | -1.9% | 0.25% | -2.4% |
Q3 2017 | $4,121,000 | +4.7% | 55,721 | -1.6% | 0.25% | +2.9% |
Q2 2017 | $3,936,000 | +140.9% | 56,604 | +126.8% | 0.24% | +129.0% |
Q1 2017 | $1,634,000 | – | 24,953 | – | 0.11% | – |
Download |
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% |