WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 201 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $503,000 | +8.4% | 6,743 | +5.1% | 0.22% | +1.4% |
| Q1 2021 | $464,000 | +12.6% | 6,418 | +6.1% | 0.22% | +3.8% |
| Q4 2020 | $412,000 | +14.1% | 6,050 | +0.4% | 0.21% | +4.4% |
| Q3 2020 | $361,000 | +9.4% | 6,023 | +1.6% | 0.20% | +2.5% |
| Q2 2020 | $330,000 | +24.5% | 5,929 | +7.4% | 0.20% | +4.2% |
| Q1 2020 | $265,000 | -26.4% | 5,521 | +8.2% | 0.19% | -6.8% |
| Q4 2019 | $360,000 | +6.8% | 5,104 | +2.9% | 0.20% | -2.4% |
| Q3 2019 | $337,000 | +12.7% | 4,962 | +7.9% | 0.21% | -9.9% |
| Q2 2019 | $299,000 | +0.7% | 4,600 | +4.0% | 0.23% | -3.3% |
| Q1 2019 | $297,000 | +34.4% | 4,422 | +20.9% | 0.24% | +21.7% |
| Q4 2018 | $221,000 | -14.0% | 3,657 | +1.2% | 0.20% | -5.7% |
| Q3 2018 | $257,000 | -0.8% | 3,615 | +0.5% | 0.21% | -6.2% |
| Q2 2018 | $259,000 | -4.4% | 3,596 | +1.6% | 0.22% | -10.8% |
| Q1 2018 | $271,000 | -1.1% | 3,540 | -0.9% | 0.25% | +1.2% |
| Q4 2017 | $274,000 | +19.7% | 3,571 | +8.4% | 0.25% | +7.8% |
| Q2 2017 | $229,000 | +8.0% | 3,293 | +1.7% | 0.23% | +4.1% |
| Q1 2017 | $212,000 | – | 3,239 | – | 0.22% | – |
Download | ||||||
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% |