WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,747 | +93.3% | 100 | +100.0% | 0.00% | – |
Q2 2023 | $2,973 | -96.9% | 50 | -96.8% | 0.00% | -100.0% |
Q1 2023 | $95,249 | +3186.7% | 1,563 | +3026.0% | 0.01% | – |
Q4 2022 | $2,898 | +44.9% | 50 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2021 | $3,000 | -72.7% | 50 | -67.1% | 0.00% | – |
Q1 2021 | $11,000 | -26.7% | 152 | -43.7% | 0.00% | -100.0% |
Q3 2020 | $15,000 | -16.7% | 270 | -18.2% | 0.00% | 0.0% |
Q2 2020 | $18,000 | +20.0% | 330 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $15,000 | -28.6% | 330 | +10.0% | 0.00% | 0.0% |
Q4 2019 | $21,000 | +23.5% | 300 | +11.1% | 0.00% | 0.0% |
Q3 2019 | $17,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $17,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $17,000 | +6.2% | 270 | -1.8% | 0.00% | 0.0% |
Q4 2018 | $16,000 | -30.4% | 275 | -18.2% | 0.00% | -50.0% |
Q3 2018 | $23,000 | -4.2% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $24,000 | -4.0% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $25,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $25,000 | +4.2% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $24,000 | +4.3% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $23,000 | +9.5% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $21,000 | -4.5% | 336 | -9.4% | 0.00% | -33.3% |
Q4 2016 | $22,000 | -12.0% | 371 | -10.8% | 0.00% | 0.0% |
Q3 2016 | $25,000 | +8.7% | 416 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $23,000 | +187.5% | 416 | +184.9% | 0.00% | +200.0% |
Q1 2016 | $8,000 | – | 146 | – | 0.00% | – |
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% |