WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $442 | +49.3% | 7,687 | +50.4% | 0.04% | +12.8% |
Q4 2022 | $296 | -99.9% | 5,112 | -22.7% | 0.04% | -9.3% |
Q2 2020 | $368,000 | -57.4% | 6,609 | -45.6% | 0.04% | -48.8% |
Q4 2019 | $864,000 | +149.0% | 12,145 | +122.6% | 0.08% | +211.1% |
Q3 2019 | $347,000 | +0.3% | 5,455 | +13.5% | 0.03% | +80.0% |
Q2 2018 | $346,000 | -71.0% | 4,806 | -69.1% | 0.02% | -76.2% |
Q4 2017 | $1,194,000 | – | 15,545 | – | 0.06% | – |
Download |
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% |