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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,688 | -22.3% | 1,317 | -28.4% | 0.00% | – |
| Q2 2023 | $97,357 | +430.8% | 1,839 | +511.0% | 0.00% | – |
| Q1 2023 | $18,343 | +5.1% | 301 | 0.0% | 0.00% | – |
| Q4 2022 | $17,446 | +481.5% | 301 | +467.9% | 0.00% | – |
| Q3 2022 | $3,000 | -91.7% | 53 | -91.5% | 0.00% | – |
| Q2 2022 | $36,000 | +500.0% | 625 | +579.3% | 0.00% | – |
| Q1 2022 | $6,000 | -92.5% | 92 | -91.5% | 0.00% | -100.0% |
| Q4 2021 | $80,000 | +60.0% | 1,085 | +60.7% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +4900.0% | 675 | +5525.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 12 | -25.0% | 0.00% | – |
| Q4 2020 | $1,000 | -100.0% | 16 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $2,578,000 | -41.7% | 46,338 | -49.7% | 0.04% | -79.1% |
| Q1 2020 | $4,424,000 | +36.5% | 92,061 | +102.0% | 0.18% | +78.4% |
| Q4 2019 | $3,240,000 | – | 45,565 | – | 0.10% | – |
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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% |