WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,317,405 | +15.2% | 36,529 | +18.5% | 0.42% | +8.5% |
| Q1 2024 | $2,010,815 | +12.8% | 30,836 | +10.4% | 0.39% | +2.4% |
| Q4 2023 | $1,782,819 | -22.9% | 27,924 | -30.6% | 0.38% | -28.6% |
| Q3 2023 | $2,310,927 | -1.2% | 40,211 | +2.3% | 0.53% | +1.1% |
| Q2 2023 | $2,338,265 | +37.6% | 39,325 | +41.0% | 0.52% | +30.8% |
| Q1 2023 | $1,699,251 | +22.6% | 27,884 | +17.3% | 0.40% | -17.7% |
| Q4 2022 | $1,386,271 | -15.7% | 23,766 | -25.7% | 0.48% | -24.9% |
| Q3 2022 | $1,645,000 | -17.8% | 31,985 | -2.5% | 0.65% | -4.9% |
| Q2 2022 | $2,002,000 | +13.0% | 32,802 | +27.1% | 0.68% | +27.9% |
| Q1 2022 | $1,771,000 | +55.9% | 25,807 | +67.3% | 0.53% | +58.5% |
| Q4 2021 | $1,136,000 | +17.5% | 15,425 | +21.0% | 0.34% | +15.9% |
| Q3 2021 | $967,000 | +44.8% | 12,746 | +45.1% | 0.29% | +37.6% |
| Q2 2021 | $668,000 | +46.2% | 8,783 | +43.6% | 0.21% | +44.8% |
| Q1 2021 | $457,000 | +45.1% | 6,118 | +32.4% | 0.14% | +21.8% |
| Q4 2020 | $315,000 | – | 4,622 | – | 0.12% | – |
Download | ||||||
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% |