WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,524,088 | -3.5% | 26,520 | -0.1% | 0.15% | -5.1% |
Q2 2023 | $1,579,094 | -1.0% | 26,557 | +1.5% | 0.16% | -8.7% |
Q1 2023 | $1,594,883 | +4.5% | 26,171 | -0.6% | 0.17% | -5.5% |
Q4 2022 | $1,526,502 | -61.4% | 26,337 | -65.8% | 0.18% | -67.5% |
Q3 2022 | $3,959,000 | -14.1% | 76,965 | -2.5% | 0.56% | -29.4% |
Q2 2022 | $4,609,000 | -16.4% | 78,953 | -1.7% | 0.80% | -9.5% |
Q1 2022 | $5,513,000 | -7.8% | 80,313 | -1.1% | 0.88% | -7.1% |
Q4 2021 | $5,979,000 | -5.9% | 81,182 | -5.2% | 0.95% | -24.8% |
Q3 2021 | $6,357,000 | -28.6% | 85,629 | -28.2% | 1.26% | -39.0% |
Q2 2021 | $8,904,000 | +7.3% | 119,232 | +3.8% | 2.07% | -15.4% |
Q1 2021 | $8,300,000 | +10.4% | 114,906 | +4.1% | 2.44% | -4.4% |
Q4 2020 | $7,515,000 | +3.8% | 110,340 | -8.7% | 2.56% | -14.0% |
Q3 2020 | $7,241,000 | -16.2% | 120,879 | -22.1% | 2.97% | -27.6% |
Q2 2020 | $8,637,000 | +113.4% | 155,263 | +84.3% | 4.10% | +62.2% |
Q1 2020 | $4,047,000 | +26880.0% | 84,227 | +41187.7% | 2.53% | +28022.2% |
Q4 2019 | $15,000 | – | 204 | – | 0.01% | – |
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% |