WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,283 | -3.3% | 3,746 | 0.0% | 0.03% | -3.6% |
Q2 2023 | $222,738 | -2.4% | 3,746 | 0.0% | 0.03% | -6.7% |
Q1 2023 | $228,282 | +5.1% | 3,746 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $217,118 | +12.5% | 3,746 | 0.0% | 0.03% | -3.2% |
Q3 2022 | $193,000 | -14.6% | 3,746 | -3.4% | 0.03% | -11.4% |
Q2 2022 | $226,000 | -15.4% | 3,879 | 0.0% | 0.04% | -12.5% |
Q1 2022 | $267,000 | -6.6% | 3,879 | 0.0% | 0.04% | -4.8% |
Q4 2021 | $286,000 | -0.7% | 3,879 | 0.0% | 0.04% | -4.5% |
Q3 2021 | $288,000 | -0.7% | 3,879 | 0.0% | 0.04% | -10.2% |
Q2 2021 | $290,000 | -28.2% | 3,879 | -30.7% | 0.05% | -71.3% |
Q1 2021 | $404,000 | +6.0% | 5,594 | 0.0% | 0.17% | +0.6% |
Q4 2020 | $381,000 | +13.7% | 5,594 | 0.0% | 0.17% | +28.8% |
Q3 2020 | $335,000 | +5.7% | 5,594 | -2.0% | 0.13% | -2.9% |
Q2 2020 | $317,000 | +3.9% | 5,707 | -10.2% | 0.14% | -9.3% |
Q1 2020 | $305,000 | -55.9% | 6,354 | -34.6% | 0.15% | -44.0% |
Q4 2019 | $691,000 | +7.0% | 9,720 | -4.4% | 0.27% | -6.6% |
Q3 2019 | $646,000 | -2.3% | 10,170 | 0.0% | 0.29% | -3.7% |
Q2 2019 | $661,000 | -14.2% | 10,170 | -13.1% | 0.30% | -12.1% |
Q1 2019 | $770,000 | +5.6% | 11,703 | -3.2% | 0.34% | -4.0% |
Q4 2018 | $729,000 | -16.1% | 12,092 | -1.0% | 0.35% | -2.8% |
Q3 2018 | $869,000 | -1.1% | 12,218 | 0.0% | 0.36% | -7.2% |
Q2 2018 | $879,000 | -13.0% | 12,218 | -7.6% | 0.39% | -16.5% |
Q1 2018 | $1,010,000 | -0.5% | 13,218 | 0.0% | 0.47% | +4.9% |
Q4 2017 | $1,015,000 | +3.9% | 13,218 | 0.0% | 0.45% | -6.7% |
Q3 2017 | $977,000 | +6.3% | 13,218 | 0.0% | 0.48% | +1.9% |
Q2 2017 | $919,000 | +8.9% | 13,218 | +2.5% | 0.47% | +6.6% |
Q1 2017 | $844,000 | -1.9% | 12,893 | -10.1% | 0.44% | -2.4% |
Q4 2016 | $860,000 | -2.7% | 14,334 | -0.5% | 0.45% | -6.2% |
Q3 2016 | $884,000 | +7.8% | 14,410 | -1.4% | 0.48% | +5.7% |
Q2 2016 | $820,000 | -7.6% | 14,610 | -3.0% | 0.46% | -7.5% |
Q1 2016 | $887,000 | +2.3% | 15,060 | +0.9% | 0.49% | +1.9% |
Q4 2015 | $867,000 | +35.5% | 14,930 | +28.8% | 0.48% | +25.1% |
Q3 2015 | $640,000 | +204.8% | 11,595 | +233.2% | 0.39% | +221.7% |
Q2 2015 | $210,000 | – | 3,480 | – | 0.12% | – |
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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% |