WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,186 | -2.1% | 7,503 | +1.3% | 0.07% | +1.4% |
| Q2 2023 | $440,506 | -3.8% | 7,408 | -1.4% | 0.07% | -12.3% |
| Q1 2023 | $458,035 | +5.0% | 7,516 | -0.1% | 0.08% | -3.6% |
| Q4 2022 | $436,138 | -28.5% | 7,525 | -36.6% | 0.08% | -34.9% |
| Q3 2022 | $610,000 | -24.9% | 11,863 | -14.7% | 0.13% | -25.4% |
| Q2 2022 | $812,000 | -11.8% | 13,911 | +3.7% | 0.17% | 0.0% |
| Q1 2022 | $921,000 | +17.9% | 13,411 | +26.5% | 0.17% | +14.6% |
| Q4 2021 | $781,000 | -1.1% | 10,604 | -0.3% | 0.15% | -6.8% |
| Q3 2021 | $790,000 | 0.0% | 10,639 | +0.5% | 0.16% | -9.0% |
| Q2 2021 | $790,000 | +5.2% | 10,584 | +1.9% | 0.18% | -2.7% |
| Q1 2021 | $751,000 | +6.7% | 10,391 | +0.6% | 0.18% | +2.8% |
| Q4 2020 | $704,000 | +12.5% | 10,330 | -1.1% | 0.18% | -20.9% |
| Q3 2020 | $626,000 | +32.6% | 10,445 | +23.4% | 0.22% | +23.6% |
| Q2 2020 | $472,000 | -30.9% | 8,467 | -40.4% | 0.18% | -42.6% |
| Q1 2020 | $683,000 | -33.4% | 14,212 | -1.5% | 0.32% | -15.0% |
| Q4 2019 | $1,026,000 | +16.1% | 14,422 | +3.7% | 0.37% | +8.4% |
| Q3 2019 | $884,000 | -3.0% | 13,904 | -0.7% | 0.34% | -4.7% |
| Q2 2019 | $911,000 | +11.1% | 14,007 | +12.5% | 0.36% | +5.6% |
| Q1 2019 | $820,000 | +25.2% | 12,454 | +14.7% | 0.34% | +4.3% |
| Q4 2018 | $655,000 | – | 10,854 | – | 0.33% | – |
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% |