WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 197 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $255,000 | -29.8% | 4,952 | -20.3% | 0.01% | -25.0% |
Q2 2022 | $363,000 | -23.6% | 6,217 | -10.2% | 0.02% | -20.0% |
Q1 2022 | $475,000 | -6.9% | 6,923 | +0.0% | 0.02% | -9.1% |
Q4 2021 | $510,000 | -0.6% | 6,920 | +0.1% | 0.02% | -8.3% |
Q3 2021 | $513,000 | -0.6% | 6,915 | +0.0% | 0.02% | -4.0% |
Q2 2021 | $516,000 | +0.8% | 6,912 | -2.4% | 0.02% | -7.4% |
Q1 2021 | $512,000 | +42.2% | 7,083 | +34.1% | 0.03% | +22.7% |
Q4 2020 | $360,000 | +31.4% | 5,281 | +15.4% | 0.02% | +4.8% |
Q3 2020 | $274,000 | +7.9% | 4,577 | +0.1% | 0.02% | 0.0% |
Q2 2020 | $254,000 | -43.3% | 4,574 | -50.9% | 0.02% | -50.0% |
Q1 2020 | $448,000 | -70.3% | 9,318 | -56.1% | 0.04% | -63.8% |
Q4 2019 | $1,509,000 | +8.5% | 21,225 | -3.1% | 0.12% | -2.5% |
Q3 2019 | $1,391,000 | -2.0% | 21,896 | +0.4% | 0.12% | -7.8% |
Q2 2019 | $1,419,000 | -0.1% | 21,819 | +1.1% | 0.13% | -3.7% |
Q1 2019 | $1,420,000 | +9.2% | 21,585 | +0.2% | 0.13% | -5.0% |
Q4 2018 | $1,300,000 | -15.3% | 21,547 | -0.1% | 0.14% | -13.5% |
Q3 2018 | $1,534,000 | -0.8% | 21,568 | +0.3% | 0.16% | -6.3% |
Q2 2018 | $1,547,000 | -5.0% | 21,501 | +0.9% | 0.17% | -7.4% |
Q1 2018 | $1,629,000 | 0.0% | 21,318 | +0.5% | 0.19% | +0.5% |
Q4 2017 | $1,629,000 | +4.2% | 21,215 | +0.4% | 0.19% | -1.6% |
Q3 2017 | $1,563,000 | +30.1% | 21,137 | +22.4% | 0.19% | +25.0% |
Q2 2017 | $1,201,000 | +30.8% | 17,267 | +23.1% | 0.15% | +25.6% |
Q1 2017 | $918,000 | +97.4% | 14,022 | +81.1% | 0.12% | +57.1% |
Q4 2016 | $465,000 | +59.8% | 7,741 | +47.9% | 0.08% | +1.3% |
Q4 2014 | $291,000 | -100.0% | 5,234 | -67.3% | 0.08% | -75.2% |
Q2 2014 | $1,037,000,000 | – | 16,004 | – | 0.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |