WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $91,925 | -2.7% | 1,449 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $94,489 | -17.3% | 1,449 | -19.0% | 0.00% | -63.6% |
| Q4 2023 | $114,220 | +11.1% | 1,789 | 0.0% | 0.01% | -8.3% |
| Q3 2023 | $102,814 | -3.3% | 1,789 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $106,374 | -2.4% | 1,789 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $109,022 | +5.1% | 1,789 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $103,690 | – | 1,789 | – | 0.01% | – |
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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% |