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 | $6,915 | -2.7% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $7,108 | +2.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $6,959 | +11.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,264 | -3.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,481 | -2.4% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,642 | +5.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,318 | +5.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | -57.9% | 109 | -61.8% | 0.00% | -50.0% |
| Q4 2020 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 285 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $16,000 | +14.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -30.0% | 285 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $20,000 | +11.1% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -15.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -4.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | -4.5% | 285 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $22,000 | – | 285 | – | 0.01% | – |
Download | ||||||
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% |