WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $296,178 | +3.1% | 4,500 | -0.2% | 0.01% | -8.3% |
| Q1 2024 | $287,179 | +2.1% | 4,508 | +0.1% | 0.01% | -7.7% |
| Q4 2023 | $281,354 | -4.1% | 4,502 | -15.9% | 0.01% | -18.8% |
| Q3 2023 | $293,311 | -9.1% | 5,356 | +0.1% | 0.02% | -5.9% |
| Q2 2023 | $322,746 | -2.9% | 5,349 | +0.1% | 0.02% | -10.5% |
| Q1 2023 | $332,238 | +56.0% | 5,345 | +77.9% | 0.02% | -26.9% |
| Q4 2019 | $213,000 | -3.2% | 3,004 | -7.7% | 0.03% | -21.2% |
| Q1 2019 | $220,000 | +3.8% | 3,254 | -2.5% | 0.03% | +3.1% |
| Q3 2018 | $212,000 | -7.0% | 3,337 | +5.3% | 0.03% | -8.6% |
| Q2 2018 | $228,000 | -5.0% | 3,169 | +1.0% | 0.04% | -14.6% |
| Q1 2018 | $240,000 | -1.6% | 3,138 | -1.2% | 0.04% | +2.5% |
| Q4 2017 | $244,000 | -2.0% | 3,176 | -5.6% | 0.04% | -7.0% |
| Q3 2017 | $249,000 | +67.1% | 3,366 | +46.8% | 0.04% | +10.3% |
| Q2 2017 | $149,000 | +43.3% | 2,293 | +44.3% | 0.04% | +34.5% |
| Q1 2017 | $104,000 | +76.3% | 1,589 | +62.0% | 0.03% | +31.8% |
| Q4 2016 | $59,000 | +7.3% | 981 | +9.9% | 0.02% | 0.0% |
| Q3 2016 | $55,000 | +10.0% | 893 | 0.0% | 0.02% | -8.3% |
| Q2 2016 | $50,000 | -5.7% | 893 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $53,000 | +1.9% | 893 | 0.0% | 0.03% | +8.0% |
| Q4 2015 | $52,000 | +6.1% | 893 | 0.0% | 0.02% | -7.4% |
| Q3 2015 | $49,000 | -54.2% | 893 | -51.6% | 0.03% | -44.9% |
| Q2 2015 | $107,000 | +101.9% | 1,846 | +93.7% | 0.05% | +113.0% |
| Q1 2015 | $53,000 | -52.7% | 953 | -52.9% | 0.02% | -51.1% |
| Q4 2014 | $112,000 | – | 2,022 | – | 0.05% | – |
Download | ||||||
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% |