WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $11,820 | +5.2% | 194 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $11,232 | +12.3% | 194 | +0.5% | 0.01% | 0.0% |
Q3 2022 | $10,000 | -9.1% | 193 | +0.5% | 0.01% | -16.7% |
Q2 2022 | $11,000 | -15.4% | 192 | +1.1% | 0.01% | -14.3% |
Q1 2022 | $13,000 | -50.0% | 190 | -45.4% | 0.01% | -46.2% |
Q4 2021 | $26,000 | +52.9% | 348 | +53.3% | 0.01% | +18.2% |
Q3 2021 | $17,000 | -34.6% | 227 | -34.2% | 0.01% | -35.3% |
Q2 2021 | $26,000 | +4.0% | 345 | +1.2% | 0.02% | -15.0% |
Q1 2021 | $25,000 | +8.7% | 341 | +0.3% | 0.02% | -4.8% |
Q4 2020 | $23,000 | – | 340 | – | 0.02% | – |
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% |