WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,968 | -10.4% | 6,020 | -7.3% | 0.10% | -5.9% |
| Q2 2023 | $386,134 | -30.2% | 6,494 | -28.5% | 0.10% | -33.3% |
| Q1 2023 | $553,151 | -36.8% | 9,077 | -39.9% | 0.15% | -40.7% |
| Q4 2022 | $875,022 | -1.0% | 15,097 | -12.2% | 0.26% | -12.2% |
| Q3 2022 | $884,000 | -31.4% | 17,185 | -22.1% | 0.29% | -30.3% |
| Q2 2022 | $1,289,000 | +73.7% | 22,071 | +104.3% | 0.42% | +81.1% |
| Q1 2022 | $742,000 | -21.6% | 10,803 | -15.9% | 0.23% | -23.1% |
| Q4 2021 | $946,000 | -0.5% | 12,850 | +0.4% | 0.30% | -10.4% |
| Q3 2021 | $951,000 | -0.5% | 12,799 | 0.0% | 0.34% | -1.5% |
| Q2 2021 | $956,000 | -5.5% | 12,799 | -8.6% | 0.34% | -11.1% |
| Q1 2021 | $1,012,000 | +25.2% | 14,008 | +18.1% | 0.39% | +17.0% |
| Q4 2020 | $808,000 | +28.1% | 11,857 | +12.7% | 0.33% | +13.4% |
| Q3 2020 | $631,000 | +5.0% | 10,519 | -2.6% | 0.29% | 0.0% |
| Q2 2020 | $601,000 | +16.9% | 10,803 | +1.0% | 0.29% | -15.2% |
| Q1 2020 | $514,000 | -62.0% | 10,693 | -43.8% | 0.34% | -61.2% |
| Q4 2019 | $1,353,000 | – | 19,017 | – | 0.88% | – |
Download | ||||||
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% |