WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 207 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,052,831 | -7.6% | 836,268 | -5.0% | 0.53% | -19.4% |
| Q1 2024 | $57,426,048 | -0.3% | 880,633 | -2.3% | 0.66% | -11.2% |
| Q4 2023 | $57,577,252 | +7.8% | 901,822 | -2.9% | 0.74% | -6.8% |
| Q3 2023 | $53,388,116 | -7.0% | 928,974 | -3.8% | 0.80% | -11.4% |
| Q2 2023 | $57,404,237 | -4.6% | 965,426 | -2.2% | 0.90% | -19.8% |
| Q1 2023 | $60,164,738 | +2.6% | 987,278 | -2.4% | 1.12% | -21.8% |
| Q4 2022 | $58,630,460 | +8.4% | 1,011,568 | -3.8% | 1.43% | -15.0% |
| Q3 2022 | $54,081,000 | -12.5% | 1,051,334 | -0.7% | 1.68% | -10.1% |
| Q2 2022 | $61,805,000 | -15.2% | 1,058,673 | -0.2% | 1.87% | -21.5% |
| Q1 2022 | $72,845,000 | -19.8% | 1,061,266 | -14.0% | 2.39% | -18.8% |
| Q4 2021 | $90,856,000 | -3.5% | 1,233,624 | -2.7% | 2.94% | -14.4% |
| Q3 2021 | $94,148,000 | -2.8% | 1,268,158 | -2.2% | 3.43% | -12.1% |
| Q2 2021 | $96,853,000 | +2.4% | 1,296,913 | -1.0% | 3.91% | -22.9% |
| Q1 2021 | $94,625,000 | +7.1% | 1,310,051 | +1.0% | 5.07% | -1.4% |
| Q4 2020 | $88,379,000 | +13.3% | 1,297,595 | -0.4% | 5.14% | -3.6% |
| Q3 2020 | $78,030,000 | +9.0% | 1,302,674 | +1.2% | 5.34% | -1.6% |
| Q2 2020 | $71,601,000 | +51.2% | 1,287,137 | +30.6% | 5.42% | +20.7% |
| Q1 2020 | $47,352,000 | +1422.6% | 985,464 | +2153.3% | 4.49% | +1079.3% |
| Q4 2019 | $3,110,000 | – | 43,734 | – | 0.38% | – |
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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% |