WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $790,213 | -25.3% | 13,750 | -22.7% | 0.02% | -21.7% |
Q2 2023 | $1,057,971 | +38.3% | 17,793 | +41.7% | 0.02% | +53.3% |
Q1 2023 | $765,162 | -81.1% | 12,556 | -82.0% | 0.02% | -86.8% |
Q4 2022 | $4,040,449 | +15.5% | 69,711 | +16.4% | 0.11% | +16.3% |
Q2 2022 | $3,498,000 | -36.9% | 59,911 | -25.8% | 0.10% | -37.2% |
Q1 2022 | $5,543,000 | +662.4% | 80,751 | +717.9% | 0.16% | +420.0% |
Q4 2021 | $727,000 | +170.3% | 9,873 | +173.0% | 0.03% | +172.7% |
Q3 2021 | $269,000 | -45.7% | 3,617 | -45.4% | 0.01% | -35.3% |
Q2 2021 | $495,000 | -70.3% | 6,624 | -71.3% | 0.02% | -81.7% |
Q1 2021 | $1,669,000 | -26.5% | 23,108 | -26.7% | 0.09% | -62.7% |
Q2 2018 | $2,270,000 | -26.3% | 31,543 | -32.5% | 0.25% | +36.8% |
Q2 2017 | $3,080,000 | +13.2% | 46,733 | +12.4% | 0.18% | -39.5% |
Q1 2017 | $2,721,000 | +666.5% | 41,568 | +557.5% | 0.30% | +1014.8% |
Q2 2016 | $355,000 | +11.3% | 6,322 | +15.3% | 0.03% | -32.5% |
Q4 2015 | $319,000 | -5.1% | 5,485 | -9.3% | 0.04% | -31.0% |
Q4 2014 | $336,000 | – | 6,047 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |