WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 192 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,335,417 | -3.6% | 36,813 | -0.9% | 0.28% | -10.7% |
| Q1 2024 | $2,422,356 | +2.0% | 37,147 | -0.2% | 0.32% | -4.2% |
| Q4 2023 | $2,375,563 | +11.1% | 37,208 | 0.0% | 0.33% | -8.5% |
| Q3 2023 | $2,138,344 | -3.3% | 37,208 | 0.0% | 0.36% | -0.3% |
| Q2 2023 | $2,212,388 | -3.8% | 37,208 | -1.4% | 0.36% | -10.3% |
| Q1 2023 | $2,299,388 | +2.0% | 37,732 | -3.0% | 0.41% | -4.5% |
| Q4 2022 | $2,253,659 | -6.6% | 38,883 | -17.1% | 0.43% | -15.6% |
| Q3 2022 | $2,413,000 | -15.2% | 46,904 | -3.8% | 0.50% | -9.2% |
| Q2 2022 | $2,846,000 | -29.3% | 48,754 | -16.8% | 0.56% | -18.7% |
| Q1 2022 | $4,024,000 | +3.0% | 58,625 | +10.5% | 0.68% | -0.1% |
| Q4 2021 | $3,908,000 | -3.4% | 53,057 | -2.6% | 0.68% | -12.7% |
| Q3 2021 | $4,044,000 | -1.2% | 54,477 | -0.6% | 0.78% | -2.1% |
| Q2 2021 | $4,093,000 | +1.7% | 54,807 | -1.6% | 0.80% | -7.9% |
| Q1 2021 | $4,023,000 | +6.1% | 55,695 | 0.0% | 0.87% | -1.4% |
| Q4 2020 | $3,793,000 | +10.1% | 55,695 | -3.2% | 0.88% | -5.6% |
| Q3 2020 | $3,445,000 | +5.4% | 57,508 | -2.1% | 0.94% | +2.0% |
| Q2 2020 | $3,269,000 | +11.7% | 58,765 | -3.5% | 0.92% | -9.7% |
| Q1 2020 | $2,926,000 | +216.0% | 60,894 | +367.4% | 1.02% | +291.9% |
| Q4 2019 | $926,000 | +13.9% | 13,027 | +1.8% | 0.26% | +4.4% |
| Q3 2019 | $813,000 | -2.3% | 12,800 | 0.0% | 0.25% | -1.2% |
| Q2 2019 | $832,000 | -1.2% | 12,800 | 0.0% | 0.25% | -4.6% |
| Q1 2019 | $842,000 | +10.1% | 12,800 | +1.0% | 0.26% | -4.4% |
| Q4 2018 | $765,000 | – | 12,677 | – | 0.28% | – |
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% |