WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $809 | +2.5% | 12,749 | +5.4% | 0.00% | 0.0% |
| Q1 2024 | $789 | +6.3% | 12,092 | +4.0% | 0.00% | 0.0% |
| Q4 2023 | $742 | +6.0% | 11,627 | -4.5% | 0.00% | 0.0% |
| Q3 2023 | $700 | +1.7% | 12,174 | +5.3% | 0.00% | 0.0% |
| Q2 2023 | $688 | -4.8% | 11,564 | -2.6% | 0.00% | 0.0% |
| Q1 2023 | $723 | +0.7% | 11,870 | -4.2% | 0.00% | 0.0% |
| Q4 2022 | $718 | -99.9% | 12,384 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $648,000 | 0.0% | 11,100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $648,000 | +1.1% | 11,100 | +18.9% | 0.00% | 0.0% |
| Q1 2022 | $641,000 | +126.5% | 9,339 | +142.6% | 0.00% | +100.0% |
| Q4 2021 | $283,000 | – | 3,849 | – | 0.00% | – |
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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% |