WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 186 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,420 | -3.3% | 4,427 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $263,229 | -2.4% | 4,427 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $269,781 | +5.1% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256,589 | +12.5% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -25.0% | 4,427 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $304,000 | -6.7% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $326,000 | -0.9% | 4,427 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $329,000 | -0.6% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $331,000 | -2.4% | 4,427 | -5.7% | 0.01% | -20.0% |
| Q1 2021 | $339,000 | +5.9% | 4,693 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $320,000 | -14.4% | 4,693 | -24.8% | 0.01% | -33.3% |
| Q3 2020 | $374,000 | -28.8% | 6,240 | -28.4% | 0.02% | -68.8% |
| Q4 2018 | $525,000 | – | 8,710 | – | 0.05% | – |
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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% |