WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 118 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $212,738 | -22.1% | 3,701 | -6.9% | 0.00% | 0.0% |
Q1 2022 | $273,000 | +18.2% | 3,975 | +26.9% | 0.00% | 0.0% |
Q4 2021 | $231,000 | -3.8% | 3,133 | -3.2% | 0.00% | 0.0% |
Q3 2021 | $240,000 | +1.7% | 3,235 | +2.5% | 0.00% | 0.0% |
Q2 2021 | $236,000 | -31.2% | 3,157 | -33.5% | 0.00% | 0.0% |
Q1 2021 | $343,000 | +2.1% | 4,748 | -3.6% | 0.00% | 0.0% |
Q4 2020 | $336,000 | +13.1% | 4,927 | -0.7% | 0.00% | 0.0% |
Q3 2020 | $297,000 | +7.6% | 4,961 | -0.1% | 0.00% | 0.0% |
Q2 2020 | $276,000 | -35.1% | 4,964 | -43.9% | 0.00% | -50.0% |
Q1 2020 | $425,000 | -35.3% | 8,854 | -4.2% | 0.00% | 0.0% |
Q4 2019 | $657,000 | -16.2% | 9,241 | -25.1% | 0.00% | -33.3% |
Q3 2019 | $784,000 | -62.1% | 12,345 | -61.2% | 0.00% | -62.5% |
Q2 2019 | $2,069,000 | -50.1% | 31,830 | -49.5% | 0.01% | -66.7% |
Q1 2019 | $4,150,000 | -44.0% | 63,056 | -48.7% | 0.02% | -52.0% |
Q4 2018 | $7,413,000 | -12.7% | 122,901 | +3.3% | 0.05% | -5.7% |
Q3 2018 | $8,487,000 | +4.1% | 118,960 | +5.0% | 0.05% | -3.6% |
Q2 2018 | $8,150,000 | -6.1% | 113,267 | -0.3% | 0.06% | -9.8% |
Q1 2018 | $8,680,000 | -1.5% | 113,563 | -1.0% | 0.06% | -1.6% |
Q4 2017 | $8,808,000 | +13.2% | 114,692 | +9.0% | 0.06% | +5.1% |
Q3 2017 | $7,780,000 | +8.0% | 105,205 | +1.5% | 0.06% | +5.4% |
Q2 2017 | $7,205,000 | +55.6% | 103,626 | +46.5% | 0.06% | +51.4% |
Q1 2017 | $4,630,000 | +10.8% | 70,719 | +1.6% | 0.04% | +2.8% |
Q4 2016 | $4,179,000 | +7.9% | 69,633 | +10.3% | 0.04% | +2.9% |
Q3 2016 | $3,873,000 | +16.1% | 63,113 | +6.2% | 0.04% | +12.9% |
Q2 2016 | $3,336,000 | -4.5% | 59,453 | +0.3% | 0.03% | -6.1% |
Q1 2016 | $3,492,000 | -17.1% | 59,282 | -18.2% | 0.03% | -21.4% |
Q4 2015 | $4,212,000 | +59.2% | 72,496 | +51.2% | 0.04% | +50.0% |
Q3 2015 | $2,646,000 | +34.9% | 47,961 | +47.6% | 0.03% | +47.4% |
Q2 2015 | $1,961,000 | – | 32,501 | – | 0.02% | – |
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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% |