WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 197 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,881,286 | -3.4% | 45,417 | -0.7% | 0.00% | 0.0% |
Q1 2024 | $2,981,790 | -3.8% | 45,726 | -5.8% | 0.00% | -50.0% |
Q4 2023 | $3,099,307 | +12.8% | 48,544 | +1.5% | 0.01% | +50.0% |
Q3 2023 | $2,747,414 | -4.4% | 47,806 | -1.1% | 0.00% | 0.0% |
Q2 2023 | $2,874,821 | -2.4% | 48,349 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $2,945,999 | +3.6% | 48,343 | -1.4% | 0.00% | 0.0% |
Q4 2022 | $2,842,919 | +61.1% | 49,050 | +43.0% | 0.00% | +33.3% |
Q3 2022 | $1,765,000 | -37.0% | 34,303 | -28.5% | 0.00% | -40.0% |
Q2 2022 | $2,802,000 | +5.0% | 47,996 | +23.4% | 0.01% | +25.0% |
Q1 2022 | $2,669,000 | -7.2% | 38,883 | -0.4% | 0.00% | -20.0% |
Q4 2021 | $2,875,000 | -0.6% | 39,031 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $2,893,000 | +2.3% | 38,965 | +2.8% | 0.01% | 0.0% |
Q2 2021 | $2,829,000 | -13.0% | 37,886 | -15.8% | 0.01% | -28.6% |
Q1 2021 | $3,250,000 | +14.6% | 44,997 | +8.0% | 0.01% | +16.7% |
Q4 2020 | $2,837,000 | +14.3% | 41,650 | +0.6% | 0.01% | 0.0% |
Q3 2020 | $2,481,000 | +19.6% | 41,414 | +11.1% | 0.01% | 0.0% |
Q2 2020 | $2,074,000 | +92.0% | 37,280 | +65.9% | 0.01% | +50.0% |
Q1 2020 | $1,080,000 | +75.9% | 22,474 | +160.3% | 0.00% | +100.0% |
Q4 2019 | $614,000 | -0.5% | 8,633 | -11.1% | 0.00% | 0.0% |
Q3 2019 | $617,000 | +27.2% | 9,714 | +30.3% | 0.00% | 0.0% |
Q2 2019 | $485,000 | +1.0% | 7,454 | +2.2% | 0.00% | 0.0% |
Q1 2019 | $480,000 | -39.2% | 7,291 | -44.2% | 0.00% | -33.3% |
Q4 2018 | $789,000 | +62.0% | 13,076 | +91.2% | 0.00% | +50.0% |
Q3 2018 | $487,000 | +41.6% | 6,840 | +43.0% | 0.00% | +100.0% |
Q2 2018 | $344,000 | -22.0% | 4,782 | -17.1% | 0.00% | -50.0% |
Q1 2018 | $441,000 | -4.8% | 5,765 | -4.4% | 0.00% | 0.0% |
Q4 2017 | $463,000 | -8.5% | 6,030 | -11.9% | 0.00% | 0.0% |
Q3 2017 | $506,000 | +7.4% | 6,845 | +1.1% | 0.00% | 0.0% |
Q2 2017 | $471,000 | -10.6% | 6,768 | -15.9% | 0.00% | -33.3% |
Q1 2017 | $527,000 | +9.3% | 8,048 | +0.2% | 0.00% | 0.0% |
Q4 2016 | $482,000 | +13.7% | 8,030 | +16.3% | 0.00% | 0.0% |
Q3 2016 | $424,000 | +285.5% | 6,903 | +252.4% | 0.00% | +200.0% |
Q2 2016 | $110,000 | +7.8% | 1,959 | +13.1% | 0.00% | 0.0% |
Q1 2016 | $102,000 | -15.0% | 1,732 | -16.1% | 0.00% | 0.0% |
Q4 2015 | $120,000 | +37.9% | 2,064 | +31.5% | 0.00% | 0.0% |
Q3 2015 | $87,000 | +50.0% | 1,569 | +60.1% | 0.00% | 0.0% |
Q1 2015 | $58,000 | +9.4% | 980 | +1.9% | 0.00% | 0.0% |
Q4 2014 | $53,000 | -64.7% | 962 | -62.0% | 0.00% | -50.0% |
Q3 2014 | $150,000 | +108.3% | 2,530 | +126.5% | 0.00% | +100.0% |
Q2 2014 | $72,000 | -27.3% | 1,117 | -26.3% | 0.00% | 0.0% |
Q1 2014 | $99,000 | +80.0% | 1,515 | +72.4% | 0.00% | 0.0% |
Q4 2013 | $55,000 | +3.8% | 879 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $53,000 | -48.0% | 879 | -54.9% | 0.00% | -50.0% |
Q2 2013 | $102,000 | – | 1,950 | – | 0.00% | – |
Download |
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% |