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 | $1,249,675 | -4.8% | 21,745 | -1.5% | 0.15% | -4.5% |
| Q2 2023 | $1,312,021 | -14.4% | 22,066 | -12.3% | 0.16% | -42.9% |
| Q1 2023 | $1,532,430 | +4.7% | 25,147 | -0.4% | 0.28% | +0.4% |
| Q4 2022 | $1,463,734 | -16.0% | 25,254 | -25.4% | 0.27% | -28.3% |
| Q3 2022 | $1,742,000 | -20.3% | 33,867 | -9.6% | 0.38% | -36.5% |
| Q2 2022 | $2,186,000 | -15.9% | 37,443 | -1.1% | 0.60% | -35.9% |
| Q1 2022 | $2,599,000 | -8.5% | 37,871 | -1.8% | 0.94% | -9.5% |
| Q4 2021 | $2,841,000 | – | 38,568 | – | 1.04% | – |
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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% |