WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -71.5% | 3,763 | -66.4% | 0.00% | -66.7% |
| Q1 2022 | $769,000 | -11.0% | 11,214 | -4.4% | 0.01% | 0.0% |
| Q4 2021 | $864,000 | -3.9% | 11,733 | -3.1% | 0.01% | -30.8% |
| Q3 2021 | $899,000 | +0.4% | 12,111 | +1.1% | 0.01% | +8.3% |
| Q2 2021 | $895,000 | +0.2% | 11,984 | -3.0% | 0.01% | -20.0% |
| Q1 2021 | $893,000 | +14.5% | 12,358 | +7.9% | 0.02% | -6.2% |
| Q4 2020 | $780,000 | – | 11,455 | – | 0.02% | – |
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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% |