WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32 | -3.0% | 552 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $33 | -2.9% | 552 | 0.0% | 0.01% | -16.7% |
Q1 2023 | $34 | +6.2% | 552 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $32 | -99.9% | 552 | 0.0% | 0.01% | +20.0% |
Q3 2022 | $28,000 | -12.5% | 552 | 0.0% | 0.01% | -16.7% |
Q2 2022 | $32,000 | -15.8% | 552 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $38,000 | -7.3% | 552 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $41,000 | 0.0% | 552 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $41,000 | 0.0% | 552 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $41,000 | +2.5% | 552 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $40,000 | +5.3% | 552 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $38,000 | +15.2% | 552 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $33,000 | +6.5% | 552 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $31,000 | +14.8% | 552 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $27,000 | -90.5% | 552 | -86.2% | 0.01% | -88.9% |
Q4 2019 | $284,000 | +12.3% | 3,988 | 0.0% | 0.07% | +2.9% |
Q3 2019 | $253,000 | -2.3% | 3,988 | 0.0% | 0.07% | -4.1% |
Q2 2019 | $259,000 | -6.2% | 3,988 | -5.0% | 0.07% | -2.7% |
Q1 2019 | $276,000 | +10.8% | 4,199 | +1.9% | 0.08% | +2.7% |
Q4 2018 | $249,000 | -15.0% | 4,120 | 0.0% | 0.07% | -12.0% |
Q3 2018 | $293,000 | -1.0% | 4,120 | 0.0% | 0.08% | -9.8% |
Q2 2018 | $296,000 | -6.0% | 4,120 | 0.0% | 0.09% | -9.8% |
Q1 2018 | $315,000 | +12.1% | 4,120 | +12.5% | 0.10% | +9.7% |
Q4 2017 | $281,000 | +3.7% | 3,663 | 0.0% | 0.09% | -2.1% |
Q3 2017 | $271,000 | +6.3% | 3,663 | 0.0% | 0.10% | +1.1% |
Q2 2017 | $255,000 | +6.2% | 3,663 | 0.0% | 0.09% | +2.2% |
Q1 2017 | $240,000 | +9.1% | 3,663 | 0.0% | 0.09% | +1.1% |
Q4 2016 | $220,000 | +129.2% | 3,663 | +133.0% | 0.09% | +116.7% |
Q3 2016 | $96,000 | +134.1% | 1,572 | +117.7% | 0.04% | +121.1% |
Q2 2016 | $41,000 | -4.7% | 722 | 0.0% | 0.02% | -9.5% |
Q1 2016 | $43,000 | +2.4% | 722 | 0.0% | 0.02% | -4.5% |
Q4 2015 | $42,000 | +5.0% | 722 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $40,000 | -9.1% | 722 | 0.0% | 0.02% | -4.3% |
Q2 2015 | $44,000 | +2.3% | 722 | 0.0% | 0.02% | +4.5% |
Q1 2015 | $43,000 | +7.5% | 722 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $40,000 | -4.8% | 722 | 0.0% | 0.02% | -8.3% |
Q3 2014 | $42,000 | -10.6% | 722 | 0.0% | 0.02% | -7.7% |
Q2 2014 | $47,000 | 0.0% | 722 | 0.0% | 0.03% | -7.1% |
Q1 2014 | $47,000 | +4.4% | 722 | 0.0% | 0.03% | -6.7% |
Q4 2013 | $45,000 | – | 722 | – | 0.03% | – |
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% |