WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $201,496 | -0.9% | 3,240 | 0.0% | 0.07% | -20.9% |
Q4 2022 | $203,359 | -27.9% | 3,240 | -41.4% | 0.09% | -35.9% |
Q3 2022 | $282,000 | -22.7% | 5,530 | -12.2% | 0.14% | -23.7% |
Q2 2022 | $365,000 | -31.4% | 6,300 | -20.3% | 0.19% | -24.1% |
Q1 2022 | $532,000 | -5.0% | 7,900 | 0.0% | 0.24% | +7.5% |
Q4 2021 | $560,000 | -13.4% | 7,900 | -7.6% | 0.23% | +3.2% |
Q3 2021 | $647,000 | +6.9% | 8,550 | +7.5% | 0.22% | -0.5% |
Q2 2021 | $605,000 | +6.1% | 7,950 | +4.0% | 0.22% | -3.5% |
Q1 2021 | $570,000 | +67.6% | 7,645 | +56.0% | 0.23% | +63.1% |
Q4 2020 | $340,000 | – | 4,900 | – | 0.14% | – |
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% |