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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,312 | -16.5% | 3,799 | -13.7% | 0.00% | – |
| Q2 2023 | $261,603 | -1.1% | 4,400 | +1.4% | 0.00% | -100.0% |
| Q1 2023 | $264,384 | +9.8% | 4,338 | +4.4% | 0.00% | – |
| Q4 2022 | $240,756 | +13.0% | 4,154 | +0.4% | 0.00% | – |
| Q3 2022 | $213,000 | -12.0% | 4,136 | -0.3% | 0.00% | -100.0% |
| Q2 2022 | $242,000 | -54.5% | 4,148 | -46.5% | 0.00% | 0.0% |
| Q1 2022 | $532,000 | -6.8% | 7,752 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $571,000 | -3.1% | 7,752 | -2.4% | 0.00% | 0.0% |
| Q3 2021 | $589,000 | -5.5% | 7,940 | -4.9% | 0.00% | 0.0% |
| Q2 2021 | $623,000 | -1.7% | 8,345 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $634,000 | +5.5% | 8,784 | -0.4% | 0.00% | -50.0% |
| Q4 2020 | $601,000 | -43.0% | 8,822 | -49.9% | 0.00% | -33.3% |
| Q3 2020 | $1,055,000 | +8.5% | 17,614 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $972,000 | -82.7% | 17,469 | -85.0% | 0.00% | -87.5% |
| Q1 2020 | $5,612,000 | -32.6% | 116,790 | -0.3% | 0.02% | -11.1% |
| Q4 2019 | $8,329,000 | +6.0% | 117,122 | -5.3% | 0.03% | -3.6% |
| Q3 2019 | $7,855,000 | +251.3% | 123,662 | +259.5% | 0.03% | +211.1% |
| Q2 2019 | $2,236,000 | -1.2% | 34,394 | +0.0% | 0.01% | 0.0% |
| Q1 2019 | $2,263,000 | +1.1% | 34,393 | -7.4% | 0.01% | -25.0% |
| Q4 2018 | $2,239,000 | -22.7% | 37,124 | -8.8% | 0.01% | -7.7% |
| Q3 2018 | $2,896,000 | -3.7% | 40,701 | -2.6% | 0.01% | -13.3% |
| Q2 2018 | $3,007,000 | -12.3% | 41,800 | -6.8% | 0.02% | -25.0% |
| Q1 2018 | $3,429,000 | -8.4% | 44,871 | -7.9% | 0.02% | -13.0% |
| Q4 2017 | $3,743,000 | -4.7% | 48,733 | -8.2% | 0.02% | -8.0% |
| Q3 2017 | $3,927,000 | +13.4% | 53,098 | +6.6% | 0.02% | +4.2% |
| Q2 2017 | $3,463,000 | +13.1% | 49,808 | +6.5% | 0.02% | +4.3% |
| Q1 2017 | $3,063,000 | +10.7% | 46,790 | +1.5% | 0.02% | 0.0% |
| Q4 2016 | $2,766,000 | +4.5% | 46,085 | +6.8% | 0.02% | -4.2% |
| Q3 2016 | $2,647,000 | +7.6% | 43,140 | -1.6% | 0.02% | 0.0% |
| Q2 2016 | $2,460,000 | +0.9% | 43,838 | +4.5% | 0.02% | -17.2% |
| Q4 2015 | $2,438,000 | +254.4% | 41,961 | +236.5% | 0.03% | +141.7% |
| Q3 2015 | $688,000 | -54.9% | 12,470 | -51.5% | 0.01% | -83.8% |
| Q1 2015 | $1,524,000 | +6.1% | 25,718 | -0.6% | 0.07% | 0.0% |
| Q4 2014 | $1,437,000 | -6.8% | 25,877 | -0.7% | 0.07% | -10.8% |
| Q3 2014 | $1,542,000 | -7.8% | 26,064 | +1.0% | 0.08% | -16.2% |
| Q2 2014 | $1,672,000 | +14.5% | 25,809 | +15.0% | 0.10% | +15.1% |
| Q1 2014 | $1,460,000 | +4.4% | 22,450 | +1.2% | 0.09% | 0.0% |
| Q4 2013 | $1,398,000 | +3.4% | 22,184 | -1.4% | 0.09% | -4.4% |
| Q3 2013 | $1,352,000 | -19.2% | 22,504 | -29.8% | 0.09% | +83.7% |
| Q2 2013 | $1,674,000 | – | 32,042 | – | 0.05% | – |
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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% |