WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,465,772 | +13.3% | 25,505 | +17.2% | 0.02% | +10.5% |
| Q2 2023 | $1,293,909 | +60.4% | 21,761 | +64.4% | 0.02% | +46.2% |
| Q1 2023 | $806,602 | +29.2% | 13,236 | +22.9% | 0.01% | +18.2% |
| Q4 2022 | $624,171 | +71.0% | 10,769 | +51.9% | 0.01% | +57.1% |
| Q3 2022 | $365,000 | -8.3% | 7,091 | +4.1% | 0.01% | -12.5% |
| Q2 2022 | $398,000 | -12.9% | 6,812 | +2.2% | 0.01% | +14.3% |
| Q1 2022 | $457,000 | +48.9% | 6,665 | +59.9% | 0.01% | +40.0% |
| Q4 2021 | $307,000 | – | 4,168 | – | 0.01% | – |
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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% |