WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 122 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14 | 0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14 | 0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14 | -12.5% | 247 | -7.5% | 0.00% | -50.0% |
| Q4 2022 | $16 | -99.9% | 267 | +8.1% | 0.00% | +100.0% |
| Q3 2022 | $12,000 | -53.8% | 247 | -45.1% | 0.00% | -75.0% |
| Q2 2022 | $26,000 | -74.0% | 450 | -68.8% | 0.00% | -63.6% |
| Q1 2022 | $100,000 | -13.0% | 1,441 | -7.8% | 0.01% | -21.4% |
| Q4 2021 | $115,000 | +25.0% | 1,563 | +26.3% | 0.01% | +16.7% |
| Q3 2021 | $92,000 | 0.0% | 1,238 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $92,000 | +2.2% | 1,238 | 0.0% | 0.01% | -30.0% |
| Q1 2021 | $90,000 | +5.9% | 1,238 | 0.0% | 0.02% | +17.6% |
| Q4 2020 | $85,000 | +16.4% | 1,238 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $73,000 | +5.8% | 1,238 | 0.0% | 0.02% | -15.8% |
| Q2 2020 | $69,000 | +15.0% | 1,238 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $60,000 | -52.4% | 1,238 | -30.1% | 0.02% | -50.0% |
| Q4 2019 | $126,000 | +12.5% | 1,770 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $112,000 | +7.7% | 1,770 | +9.3% | 0.04% | +8.8% |
| Q2 2019 | $104,000 | +4.0% | 1,620 | +7.5% | 0.03% | -2.9% |
| Q1 2019 | $100,000 | +14.9% | 1,507 | +3.9% | 0.04% | -2.8% |
| Q4 2018 | $87,000 | +29.9% | 1,451 | +54.2% | 0.04% | +44.0% |
| Q3 2018 | $67,000 | -1.5% | 941 | 0.0% | 0.02% | +8.7% |
| Q2 2018 | $68,000 | 0.0% | 941 | +5.6% | 0.02% | -32.4% |
| Q1 2018 | $68,000 | +4.6% | 891 | +4.7% | 0.03% | +30.8% |
| Q4 2017 | $65,000 | +3.2% | 851 | 0.0% | 0.03% | -13.3% |
| Q3 2017 | $63,000 | +6.8% | 851 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $59,000 | +1375.0% | 851 | +1170.1% | 0.03% | +1400.0% |
| Q1 2017 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | -78.9% | 67 | -78.2% | 0.00% | -83.3% |
| Q3 2016 | $19,000 | +11.8% | 308 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $17,000 | -5.6% | 308 | +2.0% | 0.01% | -7.7% |
| Q1 2016 | $18,000 | -85.4% | 302 | -85.7% | 0.01% | -84.0% |
| Q4 2015 | $123,000 | – | 2,118 | – | 0.08% | – |
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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% |