WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,313 | -12.7% | 4,721 | -9.7% | 0.01% | -12.5% |
| Q2 2023 | $310,738 | -2.4% | 5,226 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $318,473 | +5.1% | 5,226 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $302,899 | +3.4% | 5,226 | -8.3% | 0.01% | -10.0% |
| Q3 2022 | $293,000 | -12.0% | 5,699 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $333,000 | -17.4% | 5,699 | -2.9% | 0.01% | -8.3% |
| Q1 2022 | $403,000 | +0.8% | 5,868 | +8.1% | 0.01% | 0.0% |
| Q4 2021 | $400,000 | -0.7% | 5,426 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $403,000 | -2.4% | 5,426 | -1.9% | 0.01% | 0.0% |
| Q2 2021 | $413,000 | +20.1% | 5,532 | +16.0% | 0.01% | 0.0% |
| Q1 2021 | $344,000 | -20.6% | 4,767 | -25.0% | 0.01% | -23.5% |
| Q4 2020 | $433,000 | -5.7% | 6,356 | -17.0% | 0.02% | -22.7% |
| Q3 2020 | $459,000 | -0.4% | 7,659 | -7.6% | 0.02% | -12.0% |
| Q2 2020 | $461,000 | +78.0% | 8,285 | +53.9% | 0.02% | +47.1% |
| Q1 2020 | $259,000 | +151.5% | 5,382 | +271.7% | 0.02% | +240.0% |
| Q4 2019 | $103,000 | -8.8% | 1,448 | -16.5% | 0.01% | -28.6% |
| Q3 2019 | $113,000 | 0.0% | 1,734 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $113,000 | +39.5% | 1,734 | +40.6% | 0.01% | +16.7% |
| Q1 2019 | $81,000 | +26.6% | 1,233 | +17.1% | 0.01% | 0.0% |
| Q4 2018 | $64,000 | -14.7% | 1,053 | +0.6% | 0.01% | +20.0% |
| Q3 2018 | $75,000 | +74.4% | 1,047 | +75.1% | 0.01% | +66.7% |
| Q2 2018 | $43,000 | -67.4% | 598 | -65.3% | 0.00% | -72.7% |
| Q1 2018 | $132,000 | -5.7% | 1,723 | -5.2% | 0.01% | -8.3% |
| Q4 2017 | $140,000 | +17.6% | 1,818 | +13.0% | 0.01% | -14.3% |
| Q3 2017 | $119,000 | +58.7% | 1,609 | +48.6% | 0.01% | +40.0% |
| Q2 2017 | $75,000 | – | 1,083 | – | 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% |