WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,156 | -3.3% | 3,883 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $230,883 | -2.4% | 3,883 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $236,630 | +74.2% | 3,883 | +65.7% | 0.00% | 0.0% |
| Q4 2022 | $135,800 | -40.2% | 2,343 | -47.0% | 0.00% | 0.0% |
| Q3 2022 | $227,000 | +3142.9% | 4,420 | +4069.8% | 0.00% | – |
| Q4 2020 | $7,000 | -87.0% | 106 | -88.3% | 0.00% | – |
| Q3 2020 | $54,000 | +8.0% | 906 | 0.0% | 0.00% | – |
| Q2 2020 | $50,000 | -45.1% | 906 | -52.1% | 0.00% | -100.0% |
| Q1 2020 | $91,000 | -32.1% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $134,000 | +11.7% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $120,000 | -2.4% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $123,000 | -0.8% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $124,000 | +8.8% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $114,000 | -15.6% | 1,891 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $135,000 | +132.8% | 1,891 | +136.4% | 0.00% | – |
| Q2 2018 | $58,000 | -4.9% | 800 | 0.0% | 0.00% | – |
| Q1 2018 | $61,000 | – | 800 | – | 0.00% | – |
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% |