WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 108 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $874,000 | -15.0% | 14,970 | 0.0% | 0.13% | +3.2% |
| Q1 2022 | $1,028,000 | -6.7% | 14,970 | +0.1% | 0.12% | -0.8% |
| Q4 2021 | $1,102,000 | +1.7% | 14,960 | +2.4% | 0.13% | -6.7% |
| Q3 2021 | $1,084,000 | +6.6% | 14,610 | +7.3% | 0.14% | +7.1% |
| Q2 2021 | $1,017,000 | +4.0% | 13,620 | +0.7% | 0.13% | 0.0% |
| Q1 2021 | $978,000 | +0.7% | 13,530 | -5.1% | 0.13% | -2.3% |
| Q4 2020 | $971,000 | +13.7% | 14,250 | 0.0% | 0.13% | +0.8% |
| Q3 2020 | $854,000 | +22.9% | 14,250 | +14.1% | 0.13% | +16.4% |
| Q2 2020 | $695,000 | -63.1% | 12,490 | -68.1% | 0.11% | -67.6% |
| Q1 2020 | $1,884,000 | -45.9% | 39,210 | -20.0% | 0.34% | -29.6% |
| Q4 2019 | $3,485,000 | +12.7% | 49,000 | +0.7% | 0.48% | +6.2% |
| Q3 2019 | $3,091,000 | -0.3% | 48,670 | +2.1% | 0.46% | +0.9% |
| Q2 2019 | $3,101,000 | -5.9% | 47,690 | -4.7% | 0.45% | -8.3% |
| Q1 2019 | $3,294,000 | +11.4% | 50,050 | +2.1% | 0.49% | -3.5% |
| Q4 2018 | $2,957,000 | -2.1% | 49,022 | +15.4% | 0.51% | +17.8% |
| Q3 2018 | $3,021,000 | -0.4% | 42,472 | +0.8% | 0.43% | -5.3% |
| Q2 2018 | $3,033,000 | -5.7% | 42,152 | +0.1% | 0.46% | -7.5% |
| Q1 2018 | $3,218,000 | +3.5% | 42,104 | +4.1% | 0.49% | +5.6% |
| Q4 2017 | $3,108,000 | +6.1% | 40,464 | +2.2% | 0.47% | -8.4% |
| Q3 2017 | $2,928,000 | +14.8% | 39,584 | +7.9% | 0.51% | +10.6% |
| Q2 2017 | $2,550,000 | +6.2% | 36,674 | 0.0% | 0.46% | +3.1% |
| Q1 2017 | $2,401,000 | +12.4% | 36,674 | +3.1% | 0.45% | +6.7% |
| Q4 2016 | $2,136,000 | -2.2% | 35,584 | 0.0% | 0.42% | -1.6% |
| Q3 2016 | $2,184,000 | +14.8% | 35,584 | +4.9% | 0.43% | +11.2% |
| Q2 2016 | $1,903,000 | -2.6% | 33,924 | +2.3% | 0.38% | -7.9% |
| Q1 2016 | $1,954,000 | +9.7% | 33,174 | +8.1% | 0.42% | +6.6% |
| Q4 2015 | $1,782,000 | +147.5% | 30,684 | +135.1% | 0.39% | +138.4% |
| Q3 2015 | $720,000 | -13.7% | 13,054 | -5.6% | 0.16% | -5.7% |
| Q2 2015 | $834,000 | +1.7% | 13,829 | 0.0% | 0.17% | +3.6% |
| Q1 2015 | $820,000 | +91.6% | 13,829 | +79.4% | 0.17% | +88.8% |
| Q4 2014 | $428,000 | – | 7,708 | – | 0.09% | – |
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% |