WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 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 2022 | $429,000 | -64.1% | 8,336 | -59.3% | 0.21% | -58.7% |
| Q2 2022 | $1,196,000 | -51.2% | 20,491 | -42.7% | 0.52% | -44.7% |
| Q1 2022 | $2,453,000 | -18.0% | 35,742 | -12.1% | 0.94% | -20.5% |
| Q4 2021 | $2,993,000 | -41.3% | 40,641 | -40.8% | 1.18% | -46.3% |
| Q3 2021 | $5,099,000 | +19.6% | 68,676 | +20.3% | 2.19% | +20.4% |
| Q2 2021 | $4,262,000 | +39.5% | 57,064 | +34.9% | 1.82% | +22.1% |
| Q1 2021 | $3,056,000 | +49.8% | 42,315 | +41.3% | 1.49% | +31.6% |
| Q4 2020 | $2,040,000 | – | 29,956 | – | 1.13% | – |
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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% |