WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 197 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $457,176 | -1.0% | 7,206 | +1.8% | 0.07% | -5.4% |
| Q1 2024 | $461,796 | +2.8% | 7,082 | +0.7% | 0.07% | -7.5% |
| Q4 2023 | $449,036 | +11.2% | 7,033 | +0.1% | 0.08% | -12.1% |
| Q3 2023 | $403,943 | -2.6% | 7,029 | +0.8% | 0.09% | -6.2% |
| Q2 2023 | $414,655 | -0.4% | 6,974 | +2.0% | 0.10% | -10.2% |
| Q1 2023 | $416,529 | +6.9% | 6,835 | +1.7% | 0.11% | +17.4% |
| Q4 2022 | $389,652 | +13.6% | 6,723 | +0.9% | 0.09% | -8.0% |
| Q3 2022 | $343,000 | -65.2% | 6,665 | -60.5% | 0.10% | -61.8% |
| Q2 2022 | $986,000 | -14.0% | 16,888 | +1.0% | 0.26% | -5.4% |
| Q1 2022 | $1,147,000 | -6.8% | 16,713 | 0.0% | 0.28% | -2.5% |
| Q4 2021 | $1,231,000 | +80.0% | 16,713 | +81.4% | 0.28% | +70.1% |
| Q3 2021 | $684,000 | -0.6% | 9,213 | 0.0% | 0.17% | -5.6% |
| Q2 2021 | $688,000 | +3.5% | 9,213 | 0.0% | 0.18% | -4.8% |
| Q1 2021 | $665,000 | +6.1% | 9,213 | 0.0% | 0.19% | -8.4% |
| Q4 2020 | $627,000 | +13.6% | 9,213 | 0.0% | 0.20% | -9.0% |
| Q3 2020 | $552,000 | +7.6% | 9,213 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $513,000 | +15.8% | 9,213 | 0.0% | 0.22% | +2.8% |
| Q1 2020 | $443,000 | -32.4% | 9,213 | 0.0% | 0.22% | +11.9% |
| Q4 2019 | $655,000 | +12.0% | 9,213 | 0.0% | 0.19% | +3.2% |
| Q3 2019 | $585,000 | -2.3% | 9,213 | 0.0% | 0.19% | +8.7% |
| Q2 2019 | $599,000 | -1.2% | 9,213 | 0.0% | 0.17% | -3.9% |
| Q1 2019 | $606,000 | +9.0% | 9,213 | 0.0% | 0.18% | -1.6% |
| Q4 2018 | $556,000 | +8.4% | 9,213 | +27.7% | 0.18% | -2.1% |
| Q3 2018 | $513,000 | -1.2% | 7,213 | 0.0% | 0.19% | -6.0% |
| Q2 2018 | $519,000 | -5.8% | 7,213 | 0.0% | 0.20% | -3.4% |
| Q1 2018 | $551,000 | +11.1% | 7,213 | +11.6% | 0.21% | +18.4% |
| Q4 2017 | $496,000 | +86.5% | 6,463 | +79.8% | 0.17% | +75.8% |
| Q3 2017 | $266,000 | -12.8% | 3,595 | -18.0% | 0.10% | -16.1% |
| Q2 2017 | $305,000 | +29.8% | 4,386 | +22.0% | 0.12% | +28.3% |
| Q1 2017 | $235,000 | +8.8% | 3,595 | 0.0% | 0.09% | +7.0% |
| Q4 2016 | $216,000 | -1.8% | 3,595 | 0.0% | 0.09% | -2.3% |
| Q3 2016 | $220,000 | +8.9% | 3,595 | 0.0% | 0.09% | +10.0% |
| Q2 2016 | $202,000 | -4.3% | 3,595 | 0.0% | 0.08% | -10.1% |
| Q1 2016 | $211,000 | +1.0% | 3,595 | 0.0% | 0.09% | -12.7% |
| Q4 2015 | $209,000 | -0.9% | 3,595 | 0.0% | 0.10% | -4.7% |
| Q3 2015 | $211,000 | -2.8% | 3,595 | 0.0% | 0.11% | -25.7% |
| Q2 2015 | $217,000 | +1.9% | 3,595 | 0.0% | 0.14% | -14.3% |
| Q1 2015 | $213,000 | +6.5% | 3,595 | 0.0% | 0.17% | +24.4% |
| Q4 2014 | $200,000 | -6.1% | 3,595 | 0.0% | 0.14% | -13.5% |
| Q3 2014 | $213,000 | -8.6% | 3,595 | 0.0% | 0.16% | -10.9% |
| Q2 2014 | $233,000 | -0.4% | 3,595 | 0.0% | 0.18% | -4.9% |
| Q1 2014 | $234,000 | – | 3,595 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 518,214 | $36,028,000 | 9.17% |
| Efficient Advisors, LLC | 713,956 | $49,641,000 | 7.31% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 319,716 | $22,230,000 | 2.64% |
| Carlson Capital Management | 122,363 | $8,508,000 | 2.57% |
| Capital Advantage, Inc. | 120,609 | $8,386,000 | 2.20% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 356,445 | $24,784,000 | 2.17% |
| JFS WEALTH ADVISORS, LLC | 108,630 | $7,553,000 | 2.07% |
| Private Vista, LLC | 119,431 | $8,547,000 | 2.06% |
| WESCAP Management Group, Inc. | 60,264 | $4,190,000 | 1.98% |
| SMITH, MOORE & CO. | 65,138 | $4,529,000 | 1.52% |