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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $206 | -2.4% | 3,466 | 0.0% | 0.01% | -9.1% |
Q1 2023 | $211 | -0.5% | 3,466 | -5.5% | 0.01% | -8.3% |
Q4 2022 | $212 | -99.9% | 3,666 | -9.1% | 0.01% | -7.7% |
Q2 2022 | $236,000 | -11.9% | 4,035 | +3.5% | 0.01% | +8.3% |
Q1 2022 | $268,000 | -19.0% | 3,900 | -13.3% | 0.01% | -14.3% |
Q4 2021 | $331,000 | -9.1% | 4,500 | -8.2% | 0.01% | -17.6% |
Q3 2021 | $364,000 | -0.5% | 4,900 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $366,000 | +3.4% | 4,900 | 0.0% | 0.02% | -15.0% |
Q1 2021 | $354,000 | -22.0% | 4,900 | -33.8% | 0.02% | -70.6% |
Q3 2016 | $454,000 | -3.6% | 7,400 | -11.9% | 0.07% | -11.7% |
Q2 2016 | $471,000 | +44.0% | 8,398 | +51.4% | 0.08% | +35.1% |
Q1 2016 | $327,000 | +27.2% | 5,546 | +25.5% | 0.06% | +23.9% |
Q4 2015 | $257,000 | +10.8% | 4,418 | +5.0% | 0.05% | -2.1% |
Q3 2015 | $232,000 | -52.2% | 4,206 | -51.9% | 0.05% | -36.5% |
Q4 2014 | $485,000 | -3.6% | 8,738 | +2.8% | 0.07% | -5.1% |
Q3 2014 | $503,000 | -16.3% | 8,499 | -8.4% | 0.08% | -18.8% |
Q2 2014 | $601,000 | +3.8% | 9,282 | +4.2% | 0.10% | -5.0% |
Q1 2014 | $579,000 | -6.9% | 8,907 | -9.7% | 0.10% | -31.3% |
Q4 2013 | $622,000 | +23.2% | 9,865 | +17.3% | 0.15% | +10.5% |
Q3 2013 | $505,000 | +15.0% | 8,410 | 0.0% | 0.13% | +10.8% |
Q2 2013 | $439,000 | – | 8,410 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 438,888 | $26,342,000 | 7.03% |
Efficient Advisors, LLC | 767,858 | $46,087,000 | 6.60% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 85,656 | $5,141,000 | 4.41% |
Private Vista, LLC | 237,009 | $14,993,000 | 4.37% |
Carlson Capital Management | 125,257 | $7,518,000 | 2.54% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,136 | $16,094,000 | 2.23% |
WESCAP Management Group, Inc. | 66,306 | $3,980,000 | 2.04% |
Capital Advantage, Inc. | 115,934 | $6,958,000 | 2.02% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 330,736 | $19,851,000 | 1.78% |
JFS WEALTH ADVISORS, LLC | 100,264 | $6,018,000 | 1.63% |