WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 184 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $27,000 | +3.8% | 375 | +9.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | +23.8% | 344 | +20.3% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +16.7% | 286 | +11.7% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +100.0% | 256 | +91.0% | 0.00% | +100.0% |
| Q4 2020 | $9,000 | +800.0% | 134 | +737.5% | 0.00% | – |
| Q4 2019 | $1,000 | -66.7% | 16 | -68.6% | 0.00% | – |
| Q3 2019 | $3,000 | -50.0% | 51 | -47.4% | 0.00% | -100.0% |
| Q2 2019 | $6,000 | 0.0% | 97 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $6,000 | +100.0% | 97 | +94.0% | 0.00% | +100.0% |
| Q4 2014 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | – | 50 | – | 0.00% | – |
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% |