WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 196 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,667,000 | -3.0% | 76,327 | -2.4% | 0.93% | -1.9% |
| Q2 2021 | $5,841,000 | +2.8% | 78,210 | -0.5% | 0.95% | -6.3% |
| Q1 2021 | $5,680,000 | +4.2% | 78,631 | -1.7% | 1.02% | -7.4% |
| Q4 2020 | $5,450,000 | +12.7% | 80,021 | -0.8% | 1.10% | -7.3% |
| Q3 2020 | $4,834,000 | +6.9% | 80,704 | -0.7% | 1.18% | -1.0% |
| Q2 2020 | $4,521,000 | +14.2% | 81,279 | -1.3% | 1.20% | +6.6% |
| Q1 2020 | $3,958,000 | -32.2% | 82,375 | +0.3% | 1.12% | -16.3% |
| Q4 2019 | $5,842,000 | +15.5% | 82,148 | +3.1% | 1.34% | +11.5% |
| Q3 2019 | $5,059,000 | +1.8% | 79,642 | +4.4% | 1.20% | +2.6% |
| Q2 2019 | $4,968,000 | +4.5% | 76,270 | +5.5% | 1.17% | +5.1% |
| Q1 2019 | $4,756,000 | +11.9% | 72,270 | +2.6% | 1.11% | +4.9% |
| Q4 2018 | $4,249,000 | -15.2% | 70,456 | -0.0% | 1.06% | +1.0% |
| Q3 2018 | $5,013,000 | +25.7% | 70,469 | +27.1% | 1.05% | +17.3% |
| Q2 2018 | $3,988,000 | – | 55,431 | – | 0.90% | – |
Download | ||||||
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% |