WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,791 | -3.3% | 10,715 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $637,114 | -5.4% | 10,715 | -3.1% | 0.02% | -7.7% |
| Q1 2023 | $673,692 | +109265.6% | 11,055 | +4.1% | 0.03% | -25.7% |
| Q4 2022 | $616 | -99.9% | 10,623 | -41.4% | 0.04% | -38.6% |
| Q3 2022 | $932,000 | -14.0% | 18,128 | -2.3% | 0.06% | +26.7% |
| Q2 2022 | $1,084,000 | -12.2% | 18,564 | +3.1% | 0.04% | +36.4% |
| Q1 2022 | $1,235,000 | -19.4% | 17,998 | -13.5% | 0.03% | -2.9% |
| Q4 2021 | $1,532,000 | +14.6% | 20,806 | +15.5% | 0.03% | -2.9% |
| Q3 2021 | $1,337,000 | -0.5% | 18,007 | +0.0% | 0.04% | -2.8% |
| Q2 2021 | $1,344,000 | -28.4% | 18,001 | -30.6% | 0.04% | -28.0% |
| Q1 2021 | $1,876,000 | – | 25,921 | – | 0.05% | – |
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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% |