WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $120,940 | -14.8% | 1,985 | -18.3% | 0.06% | -4.8% |
| Q2 2022 | $142,000 | -8.4% | 2,429 | +7.6% | 0.06% | +28.6% |
| Q1 2022 | $155,000 | -3.7% | 2,258 | +3.3% | 0.05% | -31.0% |
| Q4 2021 | $161,000 | -28.1% | 2,186 | -30.6% | 0.07% | -23.7% |
| Q4 2019 | $224,000 | +12.0% | 3,151 | 0.0% | 0.09% | +5.7% |
| Q3 2019 | $200,000 | -2.4% | 3,151 | 0.0% | 0.09% | -5.4% |
| Q2 2019 | $205,000 | -1.0% | 3,151 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $207,000 | -36.7% | 3,151 | -31.4% | 0.09% | -23.6% |
| Q3 2018 | $327,000 | -3.3% | 4,591 | -2.1% | 0.12% | -12.8% |
| Q2 2018 | $338,000 | -11.3% | 4,691 | -6.0% | 0.14% | -14.0% |
| Q1 2018 | $381,000 | -9.7% | 4,991 | -9.1% | 0.16% | -4.1% |
| Q4 2017 | $422,000 | +3.9% | 5,490 | 0.0% | 0.17% | -1.7% |
| Q3 2017 | $406,000 | +17.0% | 5,490 | +10.0% | 0.17% | +16.0% |
| Q2 2017 | $347,000 | +18.0% | 4,990 | +11.1% | 0.15% | +6.4% |
| Q1 2017 | $294,000 | +9.3% | 4,490 | 0.0% | 0.14% | 0.0% |
| Q4 2016 | $269,000 | – | 4,490 | – | 0.14% | – |
Download | ||||||
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% |