WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,552,610 | +1.5% | 27,016 | +5.0% | 0.40% | +4.9% |
| Q2 2023 | $1,530,084 | +6.6% | 25,733 | +9.2% | 0.39% | +3.5% |
| Q1 2023 | $1,435,929 | +19.5% | 23,563 | +13.6% | 0.37% | +14.8% |
| Q4 2022 | $1,201,801 | +37.3% | 20,735 | +21.9% | 0.32% | +21.3% |
| Q3 2022 | $875,000 | +20.4% | 17,008 | +36.5% | 0.27% | +22.4% |
| Q2 2022 | $727,000 | +50.8% | 12,459 | +77.4% | 0.22% | +61.0% |
| Q1 2022 | $482,000 | +1995.7% | 7,022 | +2150.6% | 0.14% | +1842.9% |
| Q4 2021 | $23,000 | 0.0% | 312 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $23,000 | – | 312 | – | 0.01% | – |
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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% |