WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,432 | -34.8% | 495 | -32.5% | 0.00% | – |
| Q2 2023 | $43,584 | -15.5% | 733 | -13.4% | 0.00% | – |
| Q1 2023 | $51,554 | +69.0% | 846 | +60.8% | 0.00% | – |
| Q4 2022 | $30,509 | +38.7% | 526 | +20.4% | 0.00% | – |
| Q3 2022 | $22,000 | -43.6% | 437 | -34.4% | 0.00% | – |
| Q2 2022 | $39,000 | -40.9% | 666 | -30.3% | 0.00% | – |
| Q1 2022 | $66,000 | -23.3% | 956 | -17.8% | 0.00% | – |
| Q4 2021 | $86,000 | +72.0% | 1,163 | +70.8% | 0.00% | – |
| Q3 2021 | $50,000 | +51.5% | 681 | +56.6% | 0.00% | – |
| Q2 2021 | $33,000 | +73.7% | 435 | +59.9% | 0.00% | – |
| Q1 2021 | $19,000 | 0.0% | 272 | -0.7% | 0.00% | – |
| Q4 2020 | $19,000 | -9.5% | 274 | -22.6% | 0.00% | – |
| Q3 2020 | $21,000 | +600.0% | 354 | +500.0% | 0.00% | – |
| Q2 2020 | $3,000 | -88.5% | 59 | -89.4% | 0.00% | – |
| Q1 2020 | $26,000 | -50.9% | 555 | -24.9% | 0.00% | – |
| Q4 2019 | $53,000 | +32.5% | 739 | +16.0% | 0.00% | – |
| Q3 2019 | $40,000 | -31.0% | 637 | -28.6% | 0.00% | – |
| Q2 2019 | $58,000 | – | 892 | +89100.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -96.3% | 0.00% | – |
| Q4 2018 | $2,000 | – | 27 | +2600.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2018 | $271,000 | -69.2% | 3,767 | -67.3% | 0.00% | – |
| Q1 2018 | $881,000 | – | 11,530 | – | 0.00% | – |
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% |