WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 211 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,876,000 | -3.8% | 124,123 | -1.2% | 0.01% | -7.7% |
| Q1 2024 | $8,188,000 | +1.4% | 125,595 | -0.6% | 0.01% | -7.1% |
| Q4 2023 | $8,071,000 | +3.8% | 126,335 | -6.7% | 0.01% | -6.7% |
| Q3 2023 | $7,777,000 | -5.5% | 135,350 | -2.2% | 0.02% | -6.2% |
| Q2 2023 | $8,232,000 | -4.0% | 138,418 | -1.6% | 0.02% | -15.8% |
| Q1 2023 | $8,572,000 | +0.7% | 140,739 | -4.2% | 0.02% | 0.0% |
| Q4 2022 | $8,514,000 | -2.7% | 146,884 | -13.7% | 0.02% | -17.4% |
| Q3 2022 | $8,754,000 | -17.7% | 170,184 | -6.5% | 0.02% | -14.8% |
| Q2 2022 | $10,632,000 | -20.7% | 182,033 | -6.9% | 0.03% | -10.0% |
| Q1 2022 | $13,410,000 | -23.1% | 195,458 | -17.4% | 0.03% | -21.1% |
| Q4 2021 | $17,428,000 | +3456.7% | 236,717 | +3495.3% | 0.04% | +3700.0% |
| Q3 2021 | $490,000 | +26.3% | 6,584 | +26.9% | 0.00% | 0.0% |
| Q2 2021 | $388,000 | +20.9% | 5,187 | +16.8% | 0.00% | 0.0% |
| Q1 2021 | $321,000 | +28.9% | 4,442 | +6.8% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | -9.5% | 4,160 | -15.8% | 0.00% | -50.0% |
| Q2 2020 | $275,000 | +10.9% | 4,943 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $248,000 | -97.7% | 5,138 | -96.6% | 0.00% | -96.8% |
| Q4 2019 | $10,706,000 | +18.0% | 150,714 | +5.4% | 0.06% | +28.6% |
| Q3 2019 | $9,075,000 | +4.3% | 142,970 | +6.8% | 0.05% | -5.8% |
| Q2 2019 | $8,705,000 | +5.8% | 133,811 | +6.9% | 0.05% | -5.5% |
| Q1 2019 | $8,224,000 | +79.3% | 125,176 | +64.5% | 0.06% | +57.1% |
| Q4 2018 | $4,588,000 | -41.4% | 76,106 | -30.8% | 0.04% | -37.5% |
| Q3 2018 | $7,834,000 | +9.1% | 110,021 | +10.5% | 0.06% | 0.0% |
| Q2 2018 | $7,178,000 | -1.0% | 99,605 | +5.0% | 0.06% | -8.2% |
| Q1 2018 | $7,248,000 | +51.6% | 94,841 | +52.2% | 0.06% | +56.4% |
| Q4 2017 | $4,781,000 | +6.8% | 62,296 | +3.0% | 0.04% | +2.6% |
| Q3 2017 | $4,475,000 | +8.7% | 60,464 | +2.4% | 0.04% | +2.7% |
| Q2 2017 | $4,115,000 | +14.1% | 59,069 | +7.5% | 0.04% | +5.7% |
| Q1 2017 | $3,608,000 | +22.9% | 54,951 | +12.5% | 0.04% | +9.4% |
| Q4 2016 | $2,935,000 | – | 48,859 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 119,964 | $8,155,000 | 9.23% |
| 3D ASSET MANAGEMENT, INC | 581,148 | $38,245,000 | 9.01% |
| Efficient Advisors, LLC | 663,264 | $43,649,000 | 7.63% |
| Shakespeare Wealth Management, LLC | 95,412 | $6,279,000 | 4.71% |
| Carlson Capital Management | 179,497 | $11,813,000 | 2.94% |
| Capital Advantage, Inc. | 112,923 | $7,431,000 | 2.64% |
| Neumann Capital Management, LLC | 59,734 | $3,931,000 | 2.51% |
| WESCAP Management Group, Inc. | 85,027 | $5,595,000 | 2.39% |
| Surevest, LLC | 46,258 | $3,044,000 | 1.87% |
| JFS WEALTH ADVISORS, LLC | 98,923 | $6,510,000 | 1.70% |