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 | $422,447 | -24.1% | 6,659 | -21.9% | 0.01% | -31.6% |
| Q1 2024 | $556,241 | +3.8% | 8,530 | -0.2% | 0.02% | -5.0% |
| Q4 2023 | $535,857 | +9.1% | 8,545 | 0.0% | 0.02% | -13.0% |
| Q3 2023 | $491,081 | -3.3% | 8,545 | 0.0% | 0.02% | -11.5% |
| Q2 2023 | $508,086 | +103.2% | 8,545 | +122.4% | 0.03% | -35.0% |
| Q2 2019 | $250,000 | +15.7% | 3,842 | +26.5% | 0.04% | -11.1% |
| Q3 2018 | $216,000 | -6.5% | 3,038 | -5.6% | 0.04% | -13.5% |
| Q2 2018 | $231,000 | – | 3,218 | – | 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% |