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 | $2,268,234 | +12.1% | 35,754 | +15.2% | 0.02% | +4.3% |
| Q1 2024 | $2,024,118 | +9.6% | 31,040 | +7.3% | 0.02% | 0.0% |
| Q4 2023 | $1,846,522 | +26.0% | 28,922 | +13.4% | 0.02% | +9.5% |
| 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 | 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% |