WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $833 | -40.6% | 14 | -39.1% | 0.00% | – |
Q1 2023 | $1,402 | -34.6% | 23 | -37.8% | 0.00% | – |
Q4 2022 | $2,145 | +7.2% | 37 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | -80.0% | 37 | -77.7% | 0.00% | -100.0% |
Q2 2022 | $10,000 | +233.3% | 166 | +348.6% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 37 | -11.9% | 0.00% | – |
Q2 2021 | $3,000 | -94.3% | 42 | -94.3% | 0.00% | -100.0% |
Q1 2021 | $53,000 | -94.4% | 739 | -94.7% | 0.01% | -95.2% |
Q4 2020 | $954,000 | +42.4% | 14,007 | +25.2% | 0.14% | +26.1% |
Q3 2020 | $670,000 | +4.4% | 11,191 | -3.0% | 0.12% | -2.5% |
Q2 2020 | $642,000 | +21.4% | 11,535 | +4.9% | 0.12% | +3.5% |
Q1 2020 | $529,000 | -26.0% | 11,001 | +9.5% | 0.11% | -3.4% |
Q4 2019 | $715,000 | +10.3% | 10,048 | -1.6% | 0.12% | +3.5% |
Q3 2019 | $648,000 | +10.0% | 10,207 | +12.7% | 0.11% | +11.8% |
Q2 2019 | $589,000 | -6.8% | 9,054 | -5.7% | 0.10% | -6.4% |
Q1 2019 | $632,000 | +21.1% | 9,602 | +10.9% | 0.11% | -0.9% |
Q4 2018 | $522,000 | +361.9% | 8,662 | +446.2% | 0.11% | +478.9% |
Q3 2018 | $113,000 | +5550.0% | 1,586 | +5186.7% | 0.02% | – |
Q2 2018 | $2,000 | – | 30 | – | 0.00% | – |
Download |
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% |