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 | $272,365 | -28.6% | 4,739 | -26.1% | 0.00% | -50.0% |
| Q2 2023 | $381,282 | -40.4% | 6,412 | -39.0% | 0.00% | +100.0% |
| Q1 2023 | $640,236 | +4.6% | 10,506 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $611,826 | +2.8% | 10,556 | -8.8% | 0.00% | -50.0% |
| Q3 2022 | $595,000 | -13.5% | 11,572 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $688,000 | -25.7% | 11,793 | -12.6% | 0.00% | 0.0% |
| Q1 2022 | $926,000 | -20.4% | 13,492 | -14.6% | 0.00% | -33.3% |
| Q4 2021 | $1,164,000 | -14.8% | 15,801 | -14.1% | 0.00% | 0.0% |
| Q3 2021 | $1,366,000 | +4.4% | 18,404 | +5.1% | 0.00% | 0.0% |
| Q2 2021 | $1,308,000 | +18.5% | 17,515 | +14.6% | 0.00% | -25.0% |
| Q1 2021 | $1,104,000 | +2.4% | 15,284 | -3.4% | 0.00% | +33.3% |
| Q4 2020 | $1,078,000 | +13.2% | 15,828 | -0.4% | 0.00% | -25.0% |
| Q3 2020 | $952,000 | +71.5% | 15,887 | +59.2% | 0.00% | +33.3% |
| Q2 2020 | $555,000 | -28.1% | 9,977 | -37.9% | 0.00% | -25.0% |
| Q1 2020 | $772,000 | +34.7% | 16,061 | +99.5% | 0.00% | +33.3% |
| Q4 2019 | $573,000 | +18.1% | 8,051 | +5.5% | 0.00% | 0.0% |
| Q3 2019 | $485,000 | +42.2% | 7,631 | +45.7% | 0.00% | +50.0% |
| Q2 2019 | $341,000 | -64.2% | 5,239 | -63.8% | 0.00% | -60.0% |
| Q1 2019 | $952,000 | +67.3% | 14,465 | +53.2% | 0.01% | +66.7% |
| Q4 2018 | $569,000 | +46.6% | 9,439 | +72.9% | 0.00% | +50.0% |
| Q3 2018 | $388,000 | +2.9% | 5,460 | +4.2% | 0.00% | 0.0% |
| Q2 2018 | $377,000 | +7.1% | 5,242 | +13.9% | 0.00% | 0.0% |
| Q1 2018 | $352,000 | -24.9% | 4,601 | -24.6% | 0.00% | -33.3% |
| Q4 2017 | $469,000 | +4.0% | 6,102 | +0.0% | 0.00% | 0.0% |
| Q3 2017 | $451,000 | +20.3% | 6,100 | +13.2% | 0.00% | 0.0% |
| Q2 2017 | $375,000 | – | 5,390 | – | 0.00% | – |
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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% |