WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242 | -45.2% | 3,814 | -50.4% | 0.02% | -61.4% |
| Q3 2023 | $442 | +49.3% | 7,687 | +50.4% | 0.04% | +12.8% |
| Q4 2022 | $296 | -99.9% | 5,112 | -22.7% | 0.04% | -9.3% |
| Q2 2020 | $368,000 | -57.4% | 6,609 | -45.6% | 0.04% | -48.8% |
| Q4 2019 | $864,000 | +149.0% | 12,145 | +122.6% | 0.08% | +211.1% |
| Q3 2019 | $347,000 | +0.3% | 5,455 | +13.5% | 0.03% | +80.0% |
| Q2 2018 | $346,000 | -71.0% | 4,806 | -69.1% | 0.02% | -76.2% |
| Q4 2017 | $1,194,000 | – | 15,545 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |