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 | $245,067 | -3.6% | 4,122 | -1.2% | 0.11% | -3.4% |
Q1 2023 | $254,296 | +6.5% | 4,173 | +1.3% | 0.12% | +28.3% |
Q4 2022 | $238,792 | +8.1% | 4,120 | +8.6% | 0.09% | -25.2% |
Q2 2022 | $221,000 | -24.8% | 3,794 | -11.6% | 0.12% | +41.4% |
Q1 2022 | $294,000 | -5.5% | 4,291 | +1.5% | 0.09% | +4.8% |
Q4 2021 | $311,000 | -2.2% | 4,226 | -1.4% | 0.08% | +18.6% |
Q3 2021 | $318,000 | -8.6% | 4,286 | -7.9% | 0.07% | +6.1% |
Q2 2021 | $348,000 | +13.4% | 4,653 | +9.3% | 0.07% | +10.0% |
Q1 2021 | $307,000 | +21.3% | 4,256 | +14.4% | 0.06% | +33.3% |
Q4 2020 | $253,000 | +5.0% | 3,719 | -7.6% | 0.04% | -8.2% |
Q3 2020 | $241,000 | +8.1% | 4,024 | +0.6% | 0.05% | 0.0% |
Q2 2020 | $223,000 | -1.8% | 4,000 | -15.3% | 0.05% | -12.5% |
Q1 2020 | $227,000 | -27.7% | 4,720 | +6.8% | 0.06% | -11.1% |
Q4 2019 | $314,000 | +33.1% | 4,419 | +19.0% | 0.06% | +21.2% |
Q3 2019 | $236,000 | +14.6% | 3,714 | +37.6% | 0.05% | -13.3% |
Q1 2018 | $206,000 | +17.7% | 2,700 | +23.9% | 0.06% | +36.4% |
Q4 2017 | $175,000 | – | 2,180 | – | 0.04% | – |
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% |