WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $475 | -2.5% | 7,995 | 0.0% | 0.17% | -7.7% |
Q1 2023 | $487 | +5.2% | 7,995 | 0.0% | 0.18% | -0.5% |
Q4 2022 | $463 | -99.9% | 7,995 | 0.0% | 0.18% | -0.5% |
Q3 2022 | $411,000 | -18.8% | 7,995 | -7.8% | 0.18% | -11.9% |
Q2 2022 | $506,000 | -16.4% | 8,675 | -1.7% | 0.21% | -0.9% |
Q1 2022 | $605,000 | +0.8% | 8,822 | +8.4% | 0.21% | +6.5% |
Q4 2021 | $600,000 | -0.7% | 8,142 | 0.0% | 0.20% | -9.5% |
Q3 2021 | $604,000 | +2.7% | 8,142 | 0.0% | 0.22% | -5.6% |
Q1 2021 | $588,000 | +5.9% | 8,142 | 0.0% | 0.23% | -6.0% |
Q4 2020 | $555,000 | +11.7% | 8,142 | -1.8% | 0.25% | -0.4% |
Q3 2020 | $497,000 | +6.0% | 8,293 | -1.8% | 0.25% | -3.5% |
Q2 2020 | $469,000 | +15.0% | 8,441 | 0.0% | 0.26% | -5.1% |
Q1 2020 | $408,000 | -36.7% | 8,441 | -7.3% | 0.27% | -16.0% |
Q4 2019 | $645,000 | +11.8% | 9,109 | -0.1% | 0.32% | +2.9% |
Q3 2019 | $577,000 | -3.4% | 9,122 | -0.7% | 0.32% | -4.5% |
Q2 2019 | $597,000 | -46.3% | 9,182 | -50.2% | 0.33% | -67.7% |
Q4 2018 | $1,111,000 | -53.4% | 18,451 | -45.0% | 1.02% | -21.5% |
Q3 2018 | $2,385,000 | -1.2% | 33,530 | -0.0% | 1.30% | -6.1% |
Q2 2018 | $2,414,000 | -5.9% | 33,545 | 0.0% | 1.39% | -3.2% |
Q1 2018 | $2,564,000 | -0.9% | 33,545 | -0.4% | 1.43% | -1.0% |
Q4 2017 | $2,586,000 | – | 33,672 | – | 1.45% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |