WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,694 | -19.4% | 2,083 | -16.6% | 0.03% | -20.9% |
| Q2 2023 | $148,577 | -2.3% | 2,499 | +0.2% | 0.04% | -2.3% |
| Q1 2023 | $152,070 | +104775.9% | 2,495 | +0.0% | 0.04% | -6.4% |
| Q4 2022 | $145 | -99.9% | 2,494 | +0.1% | 0.05% | +4.4% |
| Q3 2022 | $128,000 | -11.7% | 2,492 | +0.0% | 0.04% | -4.3% |
| Q2 2022 | $145,000 | -15.2% | 2,491 | +0.2% | 0.05% | 0.0% |
| Q1 2022 | $171,000 | -6.6% | 2,486 | 0.0% | 0.05% | -7.8% |
| Q4 2021 | $183,000 | +76.0% | 2,486 | +77.4% | 0.05% | +59.4% |
| Q3 2021 | $104,000 | +38.7% | 1,401 | +40.1% | 0.03% | +39.1% |
| Q2 2021 | $75,000 | +316.7% | 1,000 | +308.2% | 0.02% | +283.3% |
| Q1 2021 | $18,000 | +20.0% | 245 | +8.4% | 0.01% | +20.0% |
| Q4 2020 | $15,000 | +15.4% | 226 | +0.4% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 225 | +0.4% | 0.01% | +25.0% |
| Q2 2020 | $12,000 | -85.4% | 224 | -86.8% | 0.00% | -88.9% |
| Q1 2020 | $82,000 | -36.9% | 1,699 | -7.2% | 0.04% | -32.1% |
| Q4 2019 | $130,000 | +12.1% | 1,830 | -0.3% | 0.05% | -19.7% |
| Q3 2019 | $116,000 | +61.1% | 1,835 | +65.8% | 0.07% | +53.5% |
| Q2 2019 | $72,000 | +111.8% | 1,107 | +110.9% | 0.04% | +87.0% |
| Q1 2019 | $34,000 | -10.5% | 525 | -15.6% | 0.02% | -32.4% |
| Q4 2018 | $38,000 | – | 622 | – | 0.03% | – |
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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% |