WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,838,171 | -6.9% | 240,789 | -3.7% | 4.50% | +4.6% |
| Q2 2023 | $14,866,215 | -6.9% | 250,020 | -4.5% | 4.30% | +1.6% |
| Q1 2023 | $15,960,209 | +0.8% | 261,900 | -4.1% | 4.23% | -0.7% |
| Q4 2022 | $15,832,538 | +13.0% | 273,163 | +0.3% | 4.26% | +2.4% |
| Q3 2022 | $14,009,000 | -7.0% | 272,334 | +5.6% | 4.16% | -1.2% |
| Q2 2022 | $15,063,000 | -27.7% | 258,012 | -15.0% | 4.21% | -18.0% |
| Q1 2022 | $20,829,000 | -6.5% | 303,458 | +0.3% | 5.13% | -1.4% |
| Q4 2021 | $22,284,000 | +0.1% | 302,562 | +0.9% | 5.21% | -2.5% |
| Q3 2021 | $22,258,000 | -0.5% | 299,816 | +0.1% | 5.34% | -0.1% |
| Q2 2021 | $22,379,000 | +0.6% | 299,663 | -2.7% | 5.35% | -5.2% |
| Q1 2021 | $22,249,000 | +101031.8% | 308,036 | -6.7% | 5.64% | +20781.5% |
| Q4 2020 | $22,000 | – | 330,312 | – | 0.03% | – |
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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% |