WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,739,058 | -2.6% | 47,675 | +0.8% | 1.53% | -14.5% |
| Q2 2023 | $2,811,548 | -4.5% | 47,285 | -2.1% | 1.79% | -7.3% |
| Q1 2023 | $2,943,932 | +4.1% | 48,309 | -1.0% | 1.93% | +0.8% |
| Q4 2022 | $2,829,000 | +12.9% | 48,808 | +0.2% | 1.92% | -5.7% |
| Q3 2022 | $2,506,000 | +9.1% | 48,722 | +23.9% | 2.03% | +5.2% |
| Q2 2022 | $2,296,000 | -15.6% | 39,324 | -0.8% | 1.93% | -2.7% |
| Q1 2022 | $2,721,000 | -8.5% | 39,641 | -1.8% | 1.98% | -9.3% |
| Q4 2021 | $2,974,000 | – | 40,381 | – | 2.19% | – |
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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% |