WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 207 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,000 | -20.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $5,000 | +25.0% | 66 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 66 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $4,000 | 0.0% | 66 | -20.5% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 83 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $6,000 | +20.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 83 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $5,000 | -16.7% | 83 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $6,000 | – | 83 | – | 0.01% | – |
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% |