WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 192 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $412,893 | -16.8% | 6,507 | -14.5% | 0.00% | -100.0% |
Q1 2024 | $496,105 | -51.1% | 7,607 | -52.1% | 0.00% | 0.0% |
Q4 2023 | $1,014,077 | +23.8% | 15,883 | +11.4% | 0.00% | 0.0% |
Q3 2023 | $819,248 | -4.8% | 14,255 | -1.5% | 0.00% | 0.0% |
Q2 2023 | $860,741 | -3.7% | 14,476 | -1.3% | 0.00% | 0.0% |
Q1 2023 | $893,965 | -10.3% | 14,669 | -14.7% | 0.00% | 0.0% |
Q4 2022 | $996,983 | +7.1% | 17,202 | -5.0% | 0.00% | -50.0% |
Q3 2022 | $931,000 | -15.1% | 18,098 | -3.6% | 0.00% | 0.0% |
Q2 2022 | $1,096,000 | -16.1% | 18,777 | -1.4% | 0.00% | 0.0% |
Q1 2022 | $1,306,000 | +50.8% | 19,037 | +61.9% | 0.00% | +100.0% |
Q4 2021 | $866,000 | +2.6% | 11,757 | +3.5% | 0.00% | 0.0% |
Q3 2021 | $844,000 | -3.9% | 11,363 | -3.3% | 0.00% | 0.0% |
Q2 2021 | $878,000 | +2.8% | 11,749 | -0.6% | 0.00% | 0.0% |
Q1 2021 | $854,000 | -51.9% | 11,825 | -54.6% | 0.00% | -66.7% |
Q4 2020 | $1,774,000 | +11.6% | 26,045 | -1.8% | 0.00% | 0.0% |
Q3 2020 | $1,589,000 | +15.0% | 26,523 | +6.8% | 0.00% | 0.0% |
Q2 2020 | $1,382,000 | +19.4% | 24,843 | +2.4% | 0.00% | 0.0% |
Q1 2020 | $1,157,000 | -30.7% | 24,254 | +3.2% | 0.00% | 0.0% |
Q4 2019 | $1,670,000 | +18.0% | 23,492 | +5.6% | 0.00% | -25.0% |
Q3 2019 | $1,415,000 | +5.4% | 22,246 | +8.1% | 0.00% | +33.3% |
Q2 2019 | $1,342,000 | -7.6% | 20,581 | -6.3% | 0.00% | -25.0% |
Q1 2019 | $1,453,000 | +18.4% | 21,971 | +8.0% | 0.00% | 0.0% |
Q4 2018 | $1,227,000 | -19.2% | 20,337 | -4.9% | 0.00% | 0.0% |
Q3 2018 | $1,518,000 | -5.3% | 21,393 | -3.4% | 0.00% | -20.0% |
Q2 2018 | $1,603,000 | +0.3% | 22,157 | +6.6% | 0.01% | 0.0% |
Q1 2018 | $1,598,000 | +55.8% | 20,780 | +56.4% | 0.01% | +66.7% |
Q4 2017 | $1,026,000 | +8.7% | 13,283 | +4.5% | 0.00% | 0.0% |
Q3 2017 | $944,000 | +39.6% | 12,714 | +30.9% | 0.00% | +50.0% |
Q2 2017 | $676,000 | +9.6% | 9,710 | +2.7% | 0.00% | 0.0% |
Q1 2017 | $617,000 | +6.2% | 9,454 | -2.1% | 0.00% | 0.0% |
Q4 2016 | $581,000 | +5.1% | 9,652 | +7.6% | 0.00% | 0.0% |
Q3 2016 | $553,000 | +8.0% | 8,969 | -1.6% | 0.00% | 0.0% |
Q2 2016 | $512,000 | -4.8% | 9,117 | -0.1% | 0.00% | -33.3% |
Q1 2016 | $538,000 | +26.0% | 9,128 | +24.2% | 0.00% | +50.0% |
Q4 2015 | $427,000 | +4.7% | 7,350 | -0.7% | 0.00% | 0.0% |
Q3 2015 | $408,000 | -59.0% | 7,400 | -55.1% | 0.00% | -33.3% |
Q2 2015 | $994,000 | +94.1% | 16,488 | +90.8% | 0.00% | 0.0% |
Q1 2015 | $512,000 | +21.0% | 8,642 | +13.4% | 0.00% | +50.0% |
Q4 2014 | $423,000 | -1.2% | 7,624 | +5.5% | 0.00% | -50.0% |
Q3 2014 | $428,000 | -7.2% | 7,228 | +1.6% | 0.00% | 0.0% |
Q2 2014 | $461,000 | +3.4% | 7,117 | +3.7% | 0.00% | 0.0% |
Q1 2014 | $446,000 | – | 6,866 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |