WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,264 | -3.3% | 109 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6,481 | -2.4% | 109 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,642 | +5.1% | 109 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6,318 | +5.3% | 109 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | -12.5% | 109 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | -50.0% |
Q1 2021 | $8,000 | -57.9% | 109 | -61.8% | 0.00% | -50.0% |
Q4 2020 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $17,000 | +6.2% | 285 | 0.0% | 0.00% | +33.3% |
Q2 2020 | $16,000 | +14.3% | 285 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $14,000 | -30.0% | 285 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $20,000 | +11.1% | 285 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $18,000 | -5.3% | 285 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $19,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $17,000 | -15.0% | 285 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $20,000 | -4.8% | 285 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $21,000 | -4.5% | 285 | 0.0% | 0.00% | -20.0% |
Q1 2018 | $22,000 | – | 285 | – | 0.01% | – |
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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% |