WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,082,520 | -26.3% | 53,616 | -23.7% | 0.01% | -37.5% |
Q2 2023 | $4,180,203 | -4.1% | 70,274 | -1.8% | 0.01% | 0.0% |
Q1 2023 | $4,358,365 | +4.5% | 71,582 | -0.5% | 0.01% | 0.0% |
Q4 2022 | $4,171,412 | +17.2% | 71,940 | +4.0% | 0.01% | 0.0% |
Q3 2022 | $3,558,000 | -9.2% | 69,159 | +3.1% | 0.01% | -11.1% |
Q2 2022 | $3,918,000 | +5.7% | 67,066 | -4.4% | 0.01% | +28.6% |
Q1 2022 | $3,706,000 | -54.0% | 70,186 | -35.8% | 0.01% | -53.3% |
Q4 2021 | $8,060,000 | +8.9% | 109,266 | +9.8% | 0.02% | 0.0% |
Q3 2021 | $7,398,000 | +7.6% | 99,513 | +8.2% | 0.02% | 0.0% |
Q2 2021 | $6,874,000 | +50.3% | 91,975 | +45.7% | 0.02% | +36.4% |
Q1 2021 | $4,573,000 | +4.1% | 63,135 | -2.1% | 0.01% | -8.3% |
Q4 2020 | $4,395,000 | +18.0% | 64,522 | +2.6% | 0.01% | +9.1% |
Q3 2020 | $3,724,000 | -10.4% | 62,864 | -15.8% | 0.01% | -21.4% |
Q2 2020 | $4,154,000 | +10.0% | 74,655 | -5.2% | 0.01% | -6.7% |
Q1 2020 | $3,777,000 | – | 78,746 | – | 0.02% | – |
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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% |