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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,846,000 | -52.4% | 38,700 | -51.9% | 0.00% | -63.6% |
| Q3 2021 | $5,976,000 | +45.5% | 80,500 | +46.4% | 0.01% | +37.5% |
| Q2 2021 | $4,107,000 | +833.4% | 55,000 | +753.9% | 0.01% | +700.0% |
| Q4 2020 | $440,000 | +6.8% | 6,441 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $412,000 | +19.4% | 6,877 | +11.0% | 0.00% | 0.0% |
| Q2 2020 | $345,000 | +15.8% | 6,197 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $298,000 | -35.9% | 6,197 | -5.7% | 0.00% | 0.0% |
| Q4 2019 | $465,000 | -2.5% | 6,571 | -12.5% | 0.00% | 0.0% |
| Q3 2019 | $477,000 | -5.5% | 7,509 | -3.3% | 0.00% | -50.0% |
| Q2 2019 | $505,000 | – | 7,763 | – | 0.00% | – |
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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% |