WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,968,892 | -2.1% | 62,561 | +0.6% | 1.12% | -4.3% |
| Q1 2024 | $4,055,615 | +0.8% | 62,193 | -1.3% | 1.18% | -9.3% |
| Q4 2023 | $4,022,147 | +1.0% | 62,998 | -9.1% | 1.30% | -8.6% |
| Q3 2023 | $3,981,988 | -4.0% | 69,288 | -0.7% | 1.42% | -2.1% |
| Q2 2023 | $4,148,041 | -8.5% | 69,762 | -6.2% | 1.45% | -9.3% |
| Q1 2023 | $4,533,515 | +9.5% | 74,393 | +4.1% | 1.60% | +9.8% |
| Q4 2022 | $4,142,076 | -8.7% | 71,464 | -18.9% | 1.46% | -16.0% |
| Q3 2022 | $4,535,000 | -12.1% | 88,172 | -0.2% | 1.73% | -1.8% |
| Q2 2022 | $5,158,000 | -31.0% | 88,359 | -18.8% | 1.76% | -16.4% |
| Q1 2022 | $7,473,000 | +17.5% | 108,874 | +26.1% | 2.11% | +20.3% |
| Q4 2021 | $6,358,000 | -0.5% | 86,339 | +0.4% | 1.76% | -5.5% |
| Q3 2021 | $6,387,000 | +9.3% | 86,033 | +10.0% | 1.86% | +9.4% |
| Q2 2021 | $5,841,000 | +15.7% | 78,223 | +11.9% | 1.70% | +21.6% |
| Q1 2021 | $5,047,000 | +14.8% | 69,881 | +8.2% | 1.40% | +6.0% |
| Q4 2020 | $4,397,000 | +16.8% | 64,569 | +2.7% | 1.32% | +4.9% |
| Q3 2020 | $3,766,000 | +17.7% | 62,880 | +9.3% | 1.25% | +10.9% |
| Q2 2020 | $3,201,000 | -8.5% | 57,554 | -21.0% | 1.13% | -22.6% |
| Q1 2020 | $3,500,000 | -44.4% | 72,849 | -17.7% | 1.46% | -40.3% |
| Q4 2019 | $6,295,000 | +13.8% | 88,525 | +1.6% | 2.45% | +7.5% |
| Q3 2019 | $5,533,000 | -2.6% | 87,108 | -0.3% | 2.28% | -2.9% |
| Q2 2019 | $5,678,000 | +1.5% | 87,328 | +2.7% | 2.35% | -1.6% |
| Q1 2019 | $5,595,000 | +11.9% | 85,027 | +2.6% | 2.39% | -0.2% |
| Q4 2018 | $4,998,000 | +0.4% | 82,860 | +18.4% | 2.39% | -5.3% |
| Q3 2018 | $4,978,000 | +1.9% | 69,975 | +3.1% | 2.52% | +7.2% |
| Q2 2018 | $4,885,000 | -1.1% | 67,898 | +5.1% | 2.36% | +19.1% |
| Q1 2018 | $4,939,000 | +1.5% | 64,632 | +2.0% | 1.98% | +3.1% |
| Q4 2017 | $4,866,000 | +6.9% | 63,368 | +3.0% | 1.92% | -6.3% |
| Q3 2017 | $4,552,000 | +8.6% | 61,551 | +2.1% | 2.05% | +3.5% |
| Q2 2017 | $4,190,000 | +8.4% | 60,264 | +2.0% | 1.98% | +4.9% |
| Q1 2017 | $3,866,000 | -2.9% | 59,056 | -10.9% | 1.88% | -7.4% |
| Q4 2016 | $3,980,000 | -0.7% | 66,306 | +1.5% | 2.04% | -2.7% |
| Q3 2016 | $4,009,000 | +13.4% | 65,322 | +3.7% | 2.09% | +20.0% |
| Q2 2016 | $3,534,000 | +1.6% | 62,990 | +6.7% | 1.74% | -0.5% |
| Q1 2016 | $3,479,000 | – | 59,058 | – | 1.75% | – |
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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% |