WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 191 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $285,000 | +150.0% | 5,540 | +184.0% | 0.00% | +100.0% |
Q2 2022 | $114,000 | +267.7% | 1,951 | +333.6% | 0.00% | – |
Q1 2022 | $31,000 | -75.6% | 450 | -73.9% | 0.00% | -100.0% |
Q4 2021 | $127,000 | -0.8% | 1,721 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $128,000 | +34.7% | 1,721 | +35.4% | 0.00% | 0.0% |
Q2 2021 | $95,000 | -15.9% | 1,271 | -19.1% | 0.00% | 0.0% |
Q1 2021 | $113,000 | +5.6% | 1,571 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $107,000 | +494.4% | 1,571 | +423.7% | 0.00% | – |
Q3 2020 | $18,000 | -79.5% | 300 | -80.9% | 0.00% | -100.0% |
Q2 2020 | $88,000 | -79.7% | 1,571 | -83.3% | 0.00% | -90.0% |
Q1 2020 | $434,000 | -39.0% | 9,415 | -5.1% | 0.01% | -9.1% |
Q4 2019 | $711,000 | +16.4% | 9,919 | +3.2% | 0.01% | -47.6% |
Q3 2019 | $611,000 | -2.2% | 9,616 | +0.0% | 0.02% | -8.7% |
Q2 2019 | $625,000 | -1.3% | 9,615 | 0.0% | 0.02% | -11.5% |
Q1 2019 | $633,000 | – | 9,615 | – | 0.03% | – |
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% |