WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,048,496 | +0.0% | 227,049 | +3.5% | 4.57% | +2.5% |
| Q2 2023 | $13,042,183 | +1.4% | 219,344 | +3.9% | 4.46% | -2.3% |
| Q1 2023 | $12,868,343 | +6.0% | 211,164 | +0.8% | 4.57% | +2.5% |
| Q4 2022 | $12,139,316 | +19.5% | 209,443 | +6.1% | 4.46% | +4.0% |
| Q3 2022 | $10,158,000 | -1.6% | 197,475 | +11.9% | 4.28% | +2.1% |
| Q2 2022 | $10,325,000 | -12.0% | 176,471 | +4.5% | 4.19% | -0.7% |
| Q1 2022 | $11,733,000 | +1.3% | 168,892 | +7.3% | 4.22% | +2.1% |
| Q4 2021 | $11,587,000 | +8.0% | 157,329 | +9.4% | 4.14% | +0.2% |
| Q3 2021 | $10,728,000 | +0.4% | 143,849 | +2.3% | 4.12% | +0.1% |
| Q2 2021 | $10,688,000 | +4.5% | 140,616 | -0.7% | 4.12% | -2.2% |
| Q1 2021 | $10,231,000 | +7.3% | 141,639 | +1.2% | 4.21% | +1.4% |
| Q4 2020 | $9,535,000 | +23.3% | 139,990 | +8.4% | 4.15% | +2.1% |
| Q3 2020 | $7,732,000 | +13.8% | 129,088 | +5.6% | 4.07% | +2.5% |
| Q2 2020 | $6,797,000 | +9.9% | 122,190 | -5.1% | 3.97% | -7.2% |
| Q1 2020 | $6,186,000 | -19.8% | 128,745 | +18.8% | 4.28% | +2.5% |
| Q4 2019 | $7,709,000 | +13.2% | 108,402 | +1.1% | 4.17% | +6.0% |
| Q3 2019 | $6,809,000 | +2.4% | 107,190 | +4.8% | 3.94% | -8.2% |
| Q2 2019 | $6,651,000 | +5.9% | 102,284 | +7.2% | 4.29% | -8.8% |
| Q1 2019 | $6,279,000 | +12.7% | 95,412 | +3.3% | 4.71% | +9.7% |
| Q4 2018 | $5,571,000 | -27.0% | 92,360 | -13.9% | 4.29% | -27.1% |
| Q3 2018 | $7,633,000 | +3.1% | 107,302 | +4.3% | 5.89% | -10.8% |
| Q2 2018 | $7,401,000 | -2.1% | 102,863 | +4.0% | 6.60% | +0.9% |
| Q1 2018 | $7,557,000 | +1.9% | 98,872 | +2.4% | 6.54% | -6.4% |
| Q4 2017 | $7,417,000 | – | 96,579 | – | 6.99% | – |
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% |