WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $662,060 | -2.7% | 10,436 | 0.0% | 0.04% | +2.8% |
Q1 2024 | $680,532 | -2.7% | 10,436 | -4.8% | 0.04% | -2.7% |
Q4 2023 | $699,752 | +11.1% | 10,960 | 0.0% | 0.04% | +5.7% |
Q3 2023 | $629,871 | -64.9% | 10,960 | -63.6% | 0.04% | -66.0% |
Q2 2023 | $1,792,005 | -21.9% | 30,138 | -19.9% | 0.10% | -27.5% |
Q1 2023 | $2,293,660 | +5.1% | 37,638 | 0.0% | 0.14% | +2.9% |
Q4 2022 | $2,181,498 | +12.7% | 37,638 | 0.0% | 0.14% | -4.8% |
Q3 2022 | $1,936,000 | -11.9% | 37,638 | 0.0% | 0.14% | -5.2% |
Q2 2022 | $2,197,000 | -14.9% | 37,638 | 0.0% | 0.15% | -4.4% |
Q1 2022 | $2,583,000 | -6.8% | 37,638 | 0.0% | 0.16% | -1.2% |
Q4 2021 | $2,772,000 | -7.0% | 37,638 | -6.3% | 0.16% | -10.0% |
Q3 2021 | $2,981,000 | -1.0% | 40,158 | -0.4% | 0.18% | +3.4% |
Q2 2021 | $3,011,000 | -15.0% | 40,314 | -17.8% | 0.17% | -22.3% |
Q1 2021 | $3,541,000 | +5.6% | 49,022 | -0.4% | 0.22% | -6.3% |
Q4 2020 | $3,353,000 | -22.8% | 49,235 | -32.1% | 0.24% | -36.8% |
Q3 2020 | $4,346,000 | +5.9% | 72,551 | -1.7% | 0.38% | +3.6% |
Q2 2020 | $4,104,000 | +7.3% | 73,779 | -7.3% | 0.36% | -10.8% |
Q1 2020 | $3,824,000 | -35.7% | 79,579 | -4.8% | 0.41% | -6.6% |
Q4 2019 | $5,948,000 | +9.0% | 83,635 | -2.7% | 0.44% | +5.0% |
Q3 2019 | $5,459,000 | -2.0% | 85,945 | +0.4% | 0.42% | +2.0% |
Q2 2019 | $5,568,000 | -9.9% | 85,628 | -8.8% | 0.41% | -10.5% |
Q1 2019 | $6,177,000 | +5.7% | 93,863 | -3.1% | 0.46% | -5.4% |
Q4 2018 | $5,845,000 | -16.0% | 96,904 | -0.9% | 0.48% | +3.9% |
Q3 2018 | $6,958,000 | – | 97,811 | – | 0.46% | – |
Download |
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% |