WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q2 2023 | $12 | -99.4% | 207 | +444.7% | 0.00% | – |
| Q3 2022 | $2,000 | -84.6% | 38 | -82.8% | 0.00% | – |
| Q2 2022 | $13,000 | +116.7% | 221 | +179.7% | 0.00% | – |
| Q4 2021 | $6,000 | +50.0% | 79 | +33.9% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -98.1% | 59 | -98.3% | 0.00% | -100.0% |
| Q4 2018 | $206,000 | -16.9% | 3,413 | -2.1% | 0.01% | -16.7% |
| Q3 2018 | $248,000 | – | 3,485 | – | 0.01% | – |
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% |