WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 192 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,571 | +146.8% | 24,396 | +161.6% | 0.54% | +163.3% |
| Q2 2023 | $563,137 | -10.5% | 9,325 | -7.9% | 0.21% | -16.9% |
| Q1 2023 | $629,487 | +3.1% | 10,122 | +2.4% | 0.25% | -22.4% |
| Q4 2022 | $610,275 | +12.4% | 9,883 | -3.4% | 0.32% | +5.2% |
| Q3 2022 | $543,000 | -13.7% | 10,228 | -0.8% | 0.30% | -8.4% |
| Q2 2022 | $629,000 | +0.2% | 10,307 | +5.9% | 0.33% | -4.9% |
| Q1 2022 | $628,000 | -9.9% | 9,729 | -0.1% | 0.35% | -46.5% |
| Q4 2021 | $697,000 | -1.8% | 9,739 | +3.8% | 0.65% | +0.6% |
| Q3 2021 | $710,000 | -65.2% | 9,378 | -65.5% | 0.65% | +45.7% |
| Q2 2021 | $2,042,000 | +39.3% | 27,158 | +40.0% | 0.45% | +2.8% |
| Q1 2021 | $1,466,000 | -22.4% | 19,399 | -30.1% | 0.43% | -24.5% |
| Q4 2020 | $1,888,000 | +4.6% | 27,759 | -5.7% | 0.58% | -22.1% |
| Q3 2020 | $1,805,000 | – | 29,448 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |