WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 177 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $298,700 | -58.9% | 4,708 | -57.8% | 0.01% | -62.1% |
| Q1 2024 | $727,460 | -9.6% | 11,156 | -11.5% | 0.03% | -19.4% |
| Q4 2023 | $804,783 | +6.1% | 12,605 | -4.4% | 0.04% | -5.3% |
| Q3 2023 | $758,166 | -9.5% | 13,192 | -6.4% | 0.04% | -13.6% |
| Q2 2023 | $837,946 | +6.6% | 14,093 | +9.3% | 0.04% | -2.2% |
| Q1 2023 | $785,725 | +16.7% | 12,893 | +11.0% | 0.04% | +7.1% |
| Q4 2022 | $673,348 | +42.1% | 11,617 | +25.9% | 0.04% | +16.7% |
| Q3 2022 | $474,000 | +99.2% | 9,224 | +126.6% | 0.04% | +71.4% |
| Q2 2022 | $238,000 | -10.5% | 4,070 | +5.0% | 0.02% | +5.0% |
| Q1 2022 | $266,000 | +14.2% | 3,876 | +23.4% | 0.02% | +5.3% |
| Q3 2021 | $233,000 | +95.8% | 3,141 | +98.2% | 0.02% | -40.6% |
| Q1 2018 | $119,000 | -4.8% | 1,585 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $125,000 | +6.8% | 1,585 | 0.0% | 0.03% | -34.0% |
| Q3 2017 | $117,000 | +1200.0% | 1,585 | +5.7% | 0.05% | +1150.0% |
| Q2 2017 | $9,000 | – | 1,500 | – | 0.00% | – |
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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% |