WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $368,000 | -12.0% | 7,157 | 0.0% | 0.04% | -6.4% |
Q2 2022 | $418,000 | -58.9% | 7,157 | -50.0% | 0.05% | -6.0% |
Q1 2022 | $1,018,000 | +93.2% | 14,314 | +100.0% | 0.05% | -3.8% |
Q4 2021 | $527,000 | -0.8% | 7,157 | 0.0% | 0.05% | -14.8% |
Q3 2021 | $531,000 | -0.6% | 7,157 | 0.0% | 0.06% | -20.8% |
Q2 2021 | $534,000 | -8.2% | 7,157 | -6.1% | 0.08% | -32.5% |
Q1 2018 | $582,000 | +10.6% | 7,620 | +0.7% | 0.11% | +2.7% |
Q2 2017 | $526,000 | +13.1% | 7,567 | +6.5% | 0.11% | +3.7% |
Q1 2017 | $465,000 | +8.9% | 7,107 | 0.0% | 0.11% | +16.3% |
Q4 2016 | $427,000 | -0.7% | 7,107 | +1.4% | 0.09% | -9.8% |
Q3 2016 | $430,000 | +9.4% | 7,007 | 0.0% | 0.10% | +7.4% |
Q2 2016 | $393,000 | – | 7,007 | – | 0.10% | – |
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% |