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 | $371,888 | -3.3% | 6,471 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $384,766 | -2.4% | 6,471 | 0.0% | 0.30% | -15.8% |
| Q1 2023 | $394,343 | +5.1% | 6,471 | 0.0% | 0.35% | -2.5% |
| Q4 2022 | $375,059 | +12.6% | 6,471 | 0.0% | 0.36% | +10.3% |
| Q3 2022 | $333,000 | -11.9% | 6,471 | 0.0% | 0.33% | -7.1% |
| Q2 2022 | $378,000 | -14.9% | 6,471 | 0.0% | 0.35% | +3.5% |
| Q1 2022 | $444,000 | -6.9% | 6,471 | 0.0% | 0.34% | -1.2% |
| Q4 2021 | $477,000 | – | 6,471 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |