WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 85 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $457,790 | +11.4% | 7,170 | +0.3% | 0.00% | 0.0% |
Q3 2023 | $410,783 | -10.6% | 7,148 | -7.5% | 0.00% | 0.0% |
Q2 2023 | $459,515 | -3.5% | 7,728 | -1.1% | 0.00% | -25.0% |
Q1 2023 | $476,398 | -4.0% | 7,817 | -8.7% | 0.00% | 0.0% |
Q4 2022 | $496,004 | +51.2% | 8,558 | +34.4% | 0.00% | 0.0% |
Q3 2022 | $328,000 | -29.9% | 6,369 | -20.6% | 0.00% | -33.3% |
Q2 2022 | $468,000 | -69.1% | 8,022 | -63.7% | 0.01% | -66.7% |
Q1 2022 | $1,517,000 | -15.4% | 22,101 | -9.3% | 0.02% | -18.2% |
Q4 2021 | $1,794,000 | -10.5% | 24,363 | -9.8% | 0.02% | -18.5% |
Q3 2021 | $2,004,000 | -0.2% | 27,000 | +0.4% | 0.03% | -3.6% |
Q2 2021 | $2,009,000 | +29.4% | 26,898 | +25.2% | 0.03% | -15.2% |
Q1 2021 | $1,552,000 | +9.6% | 21,488 | +3.4% | 0.03% | 0.0% |
Q4 2020 | $1,416,000 | +16.8% | 20,791 | +2.7% | 0.03% | +3.1% |
Q3 2020 | $1,212,000 | +9.1% | 20,237 | +1.4% | 0.03% | +6.7% |
Q2 2020 | $1,111,000 | +27.1% | 19,965 | +9.8% | 0.03% | +3.4% |
Q1 2020 | $874,000 | -25.9% | 18,186 | +9.2% | 0.03% | -9.4% |
Q4 2019 | $1,179,000 | +22.3% | 16,649 | +9.2% | 0.03% | +10.3% |
Q3 2019 | $964,000 | +1.3% | 15,250 | +4.1% | 0.03% | 0.0% |
Q2 2019 | $952,000 | +11.3% | 14,654 | +13.0% | 0.03% | +3.6% |
Q1 2019 | $855,000 | -6.1% | 12,964 | -14.2% | 0.03% | -20.0% |
Q4 2018 | $911,000 | -22.9% | 15,107 | -9.5% | 0.04% | -14.6% |
Q3 2018 | $1,181,000 | +5.5% | 16,695 | +13.8% | 0.04% | -16.3% |
Q1 2018 | $1,119,000 | +9.7% | 14,675 | +10.3% | 0.05% | +14.0% |
Q4 2017 | $1,020,000 | +59.4% | 13,309 | +53.6% | 0.04% | +48.3% |
Q3 2017 | $640,000 | +46.1% | 8,664 | +37.7% | 0.03% | +38.1% |
Q2 2017 | $438,000 | +7.1% | 6,292 | +0.6% | 0.02% | +10.5% |
Q1 2017 | $409,000 | +12.7% | 6,252 | +3.6% | 0.02% | 0.0% |
Q4 2016 | $363,000 | -45.6% | 6,032 | -44.5% | 0.02% | -24.0% |
Q3 2016 | $667,000 | +74.6% | 10,865 | +58.6% | 0.02% | +13.6% |
Q2 2016 | $382,000 | -5.2% | 6,850 | 0.0% | 0.02% | -12.0% |
Q1 2016 | $403,000 | -12.8% | 6,850 | -13.7% | 0.02% | -13.8% |
Q4 2015 | $462,000 | +14.4% | 7,942 | +9.1% | 0.03% | +3.6% |
Q3 2015 | $404,000 | -1.0% | 7,282 | +6.3% | 0.03% | +7.7% |
Q2 2015 | $408,000 | 0.0% | 6,850 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $408,000 | -62.6% | 6,850 | -65.1% | 0.03% | -66.2% |
Q4 2014 | $1,090,000 | -9.0% | 19,642 | -2.9% | 0.08% | -6.1% |
Q3 2014 | $1,198,000 | -7.5% | 20,239 | +1.0% | 0.08% | -3.5% |
Q2 2014 | $1,295,000 | +7.0% | 20,042 | +7.7% | 0.08% | -2.3% |
Q1 2014 | $1,210,000 | +11.8% | 18,615 | +8.5% | 0.09% | +4.8% |
Q4 2013 | $1,082,000 | +85.6% | 17,163 | +76.9% | 0.08% | +66.0% |
Q3 2013 | $583,000 | +12.8% | 9,703 | -1.9% | 0.05% | -2.0% |
Q2 2013 | $517,000 | -29.8% | 9,889 | -25.2% | 0.05% | -32.0% |
Q1 2013 | $736,000 | – | 13,223 | – | 0.08% | – |
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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% |