WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,636,631 | +3.4% | 28,478 | +7.0% | 0.18% | +15.7% |
| Q2 2023 | $1,583,182 | -3.7% | 26,626 | -1.3% | 0.16% | -11.7% |
| Q1 2023 | $1,644,588 | +18.7% | 26,987 | +12.9% | 0.18% | +5.9% |
| Q4 2022 | $1,385,302 | +15.0% | 23,901 | +2.0% | 0.17% | +8.3% |
| Q3 2022 | $1,205,000 | -17.8% | 23,434 | -6.7% | 0.16% | -13.3% |
| Q2 2022 | $1,466,000 | -17.5% | 25,114 | -2.9% | 0.18% | -17.0% |
| Q1 2022 | $1,776,000 | -3.5% | 25,869 | +3.5% | 0.22% | -1.4% |
| Q4 2021 | $1,841,000 | -9.0% | 25,002 | -8.2% | 0.22% | -16.6% |
| Q3 2021 | $2,022,000 | +1.7% | 27,241 | +2.3% | 0.26% | -1.5% |
| Q2 2021 | $1,989,000 | +6.4% | 26,638 | +3.0% | 0.27% | -4.6% |
| Q1 2021 | $1,869,000 | +17.8% | 25,870 | +11.0% | 0.28% | +11.9% |
| Q4 2020 | $1,587,000 | +27.7% | 23,296 | +12.2% | 0.25% | +11.0% |
| Q3 2020 | $1,243,000 | +43.5% | 20,758 | +33.4% | 0.23% | +29.7% |
| Q2 2020 | $866,000 | +4.0% | 15,565 | -10.2% | 0.18% | -12.1% |
| Q1 2020 | $833,000 | -10.2% | 17,340 | +32.9% | 0.20% | +7.0% |
| Q4 2019 | $928,000 | +19.0% | 13,043 | +6.2% | 0.19% | -2.1% |
| Q3 2019 | $780,000 | -3.6% | 12,284 | -1.2% | 0.19% | -1.0% |
| Q2 2019 | $809,000 | +8.2% | 12,436 | +9.5% | 0.19% | -8.1% |
| Q1 2019 | $748,000 | +68.8% | 11,359 | +54.5% | 0.21% | +57.1% |
| Q4 2018 | $443,000 | -27.4% | 7,350 | -14.2% | 0.13% | -13.1% |
| Q3 2018 | $610,000 | +103.3% | 8,568 | +118.2% | 0.15% | +51.5% |
| Q1 2018 | $300,000 | -49.2% | 3,926 | -48.9% | 0.10% | -46.0% |
| Q4 2017 | $590,000 | +1.9% | 7,676 | -1.9% | 0.19% | -0.5% |
| Q3 2017 | $579,000 | +7.8% | 7,828 | +1.3% | 0.19% | +3.3% |
| Q2 2017 | $537,000 | +6.8% | 7,728 | +0.6% | 0.18% | +3.4% |
| Q1 2017 | $503,000 | +5.7% | 7,685 | -3.2% | 0.18% | +3.5% |
| Q4 2016 | $476,000 | -19.3% | 7,935 | -17.5% | 0.17% | -20.2% |
| Q3 2016 | $590,000 | +11.5% | 9,620 | +2.1% | 0.21% | +9.2% |
| Q2 2016 | $529,000 | -99.9% | 9,420 | -2.7% | 0.20% | -13.7% |
| Q1 2016 | $570,505,000 | +59827.0% | 9,686 | -40.9% | 0.23% | -43.8% |
| Q4 2015 | $952,000 | – | 16,382 | – | 0.40% | – |
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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% |