WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,922,604 | -1.9% | 46,069 | +0.9% | 0.02% | -4.8% |
Q1 2024 | $2,978,156 | -30.3% | 45,670 | -31.7% | 0.02% | -36.4% |
Q4 2023 | $4,270,838 | +9.1% | 66,893 | -1.8% | 0.03% | -5.7% |
Q3 2023 | $3,913,726 | -24.0% | 68,100 | -19.8% | 0.04% | -22.2% |
Q2 2023 | $5,146,353 | +11.4% | 84,867 | +11.9% | 0.04% | +2.3% |
Q1 2023 | $4,621,611 | +207.3% | 75,839 | +40.6% | 0.04% | -42.1% |
Q4 2022 | $1,504,179 | +4.7% | 53,949 | +93.2% | 0.08% | +347.1% |
Q3 2022 | $1,436,000 | -2.9% | 27,925 | +10.2% | 0.02% | +30.8% |
Q2 2022 | $1,479,000 | -6.6% | 25,341 | +9.9% | 0.01% | +8.3% |
Q1 2022 | $1,583,000 | -6.3% | 23,067 | +0.5% | 0.01% | -7.7% |
Q4 2021 | $1,690,000 | -25.7% | 22,954 | -25.1% | 0.01% | -7.1% |
Q3 2021 | $2,275,000 | +100.6% | 30,630 | +101.9% | 0.01% | +40.0% |
Q2 2021 | $1,134,000 | +29.7% | 15,174 | +25.5% | 0.01% | +25.0% |
Q1 2021 | $874,000 | -20.6% | 12,094 | -25.2% | 0.01% | -27.3% |
Q4 2020 | $1,101,000 | +152.5% | 16,164 | +122.1% | 0.01% | +83.3% |
Q3 2020 | $436,000 | -2.5% | 7,279 | -9.4% | 0.01% | 0.0% |
Q2 2020 | $447,000 | -24.2% | 8,030 | -34.6% | 0.01% | -45.5% |
Q1 2020 | $590,000 | -80.1% | 12,284 | -70.6% | 0.01% | -76.1% |
Q4 2019 | $2,972,000 | -8.8% | 41,795 | -18.0% | 0.05% | -9.8% |
Q3 2019 | $3,259,000 | +33.4% | 50,961 | +35.7% | 0.05% | +15.9% |
Q2 2019 | $2,443,000 | +17.1% | 37,567 | +18.5% | 0.04% | +7.3% |
Q1 2019 | $2,087,000 | +4.0% | 31,706 | -4.7% | 0.04% | -14.6% |
Q4 2018 | $2,006,000 | +2.9% | 33,263 | +21.4% | 0.05% | +20.0% |
Q3 2018 | $1,950,000 | +6.0% | 27,406 | +6.4% | 0.04% | +33.3% |
Q2 2018 | $1,839,000 | +16.5% | 25,754 | +24.8% | 0.03% | -51.6% |
Q1 2018 | $1,578,000 | -37.8% | 20,642 | -36.2% | 0.06% | -42.1% |
Q4 2017 | $2,538,000 | +127.8% | 32,349 | +114.5% | 0.11% | +282.1% |
Q3 2017 | $1,114,000 | +17.5% | 15,081 | +10.1% | 0.03% | +7.7% |
Q2 2017 | $948,000 | +17.0% | 13,696 | +10.4% | 0.03% | +13.0% |
Q1 2017 | $810,000 | +7.0% | 12,404 | 0.0% | 0.02% | -8.0% |
Q4 2016 | $757,000 | +5723.1% | 12,404 | +5538.2% | 0.02% | +2400.0% |
Q3 2014 | $13,000 | -94.1% | 220 | -93.5% | 0.00% | -95.7% |
Q1 2014 | $221,000 | -48.5% | 3,402 | -50.1% | 0.02% | -52.1% |
Q4 2013 | $429,000 | – | 6,812 | – | 0.05% | – |
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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% |