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 2023 | $848,939 | +91975.8% | 14,772 | -4.8% | 0.18% | +25.0% |
| Q2 2023 | $922 | -5.3% | 15,514 | -3.0% | 0.15% | -7.5% |
| Q1 2023 | $974 | +8.8% | 15,989 | +3.6% | 0.16% | -4.8% |
| Q4 2022 | $895 | -99.9% | 15,438 | +4.5% | 0.17% | -9.2% |
| Q3 2022 | $848,939 | -2.2% | 14,772 | +2.1% | 0.18% | -5.1% |
| Q2 2022 | $868,000 | +0.5% | 14,464 | +12.8% | 0.20% | +10.8% |
| Q1 2022 | $864,000 | – | 12,825 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |