WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,873 | +10.3% | 4,156 | +14.1% | 0.00% | +50.0% |
| Q2 2023 | $216,566 | -13.4% | 3,642 | -11.3% | 0.00% | -33.3% |
| Q1 2023 | $250,105 | -34.0% | 4,104 | -37.2% | 0.00% | -40.0% |
| Q4 2022 | $378,932 | -93.3% | 6,538 | -91.4% | 0.01% | -94.1% |
| Q4 2021 | $5,619,000 | -2.0% | 76,296 | -1.2% | 0.08% | -11.5% |
| Q3 2021 | $5,736,000 | +0.8% | 77,226 | +1.1% | 0.10% | -6.8% |
| Q2 2021 | $5,692,000 | +5.8% | 76,358 | +2.6% | 0.10% | -11.2% |
| Q1 2021 | $5,381,000 | +10.7% | 74,404 | +4.1% | 0.12% | 0.0% |
| Q4 2020 | $4,859,000 | -2.0% | 71,503 | -13.6% | 0.12% | +45.0% |
| Q3 2020 | $4,958,000 | +20.1% | 82,719 | +11.4% | 0.08% | -32.8% |
| Q2 2020 | $4,127,000 | +21.6% | 74,243 | +5.1% | 0.12% | +17.8% |
| Q1 2020 | $3,395,000 | -33.9% | 70,670 | -2.2% | 0.10% | -15.1% |
| Q4 2019 | $5,133,000 | – | 72,264 | – | 0.12% | – |
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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% |