WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,929 | -42.6% | 660 | -40.6% | 0.00% | -50.0% |
| Q2 2023 | $66,060 | -3.0% | 1,111 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $68,131 | +57.8% | 1,118 | +50.1% | 0.00% | 0.0% |
| Q4 2022 | $43,179 | +139.9% | 745 | +100.3% | 0.00% | +100.0% |
| Q3 2022 | $18,000 | -14.3% | 372 | -4.1% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 388 | +22.8% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -84.8% | 316 | -84.0% | 0.00% | -75.0% |
| Q4 2021 | $145,000 | +2800.0% | 1,978 | +2647.2% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +150.0% | 72 | +71.4% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -95.0% | 42 | -92.6% | 0.00% | -100.0% |
| Q4 2019 | $40,000 | +1900.0% | 568 | +1252.4% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -95.6% | 42 | -93.9% | 0.00% | -100.0% |
| Q1 2019 | $45,000 | -96.8% | 694 | -97.1% | 0.00% | -96.9% |
| Q4 2018 | $1,425,000 | +1207.3% | 23,632 | +1435.5% | 0.13% | +1487.5% |
| Q3 2018 | $109,000 | -18.0% | 1,539 | -16.9% | 0.01% | -27.3% |
| Q2 2018 | $133,000 | +101.5% | 1,852 | +114.8% | 0.01% | +83.3% |
| Q1 2018 | $66,000 | +32.0% | 862 | +34.7% | 0.01% | +20.0% |
| Q4 2017 | $50,000 | – | 640 | – | 0.01% | – |
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% |