WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $475 | -2.5% | 7,995 | 0.0% | 0.17% | -7.7% |
| Q1 2023 | $487 | +5.2% | 7,995 | 0.0% | 0.18% | -0.5% |
| Q4 2022 | $463 | -99.9% | 7,995 | 0.0% | 0.18% | -0.5% |
| Q3 2022 | $411,000 | -18.8% | 7,995 | -7.8% | 0.18% | -11.9% |
| Q2 2022 | $506,000 | -16.4% | 8,675 | -1.7% | 0.21% | -0.9% |
| Q1 2022 | $605,000 | +0.8% | 8,822 | +8.4% | 0.21% | +6.5% |
| Q4 2021 | $600,000 | -0.7% | 8,142 | 0.0% | 0.20% | -9.5% |
| Q3 2021 | $604,000 | +2.7% | 8,142 | 0.0% | 0.22% | -5.6% |
| Q1 2021 | $588,000 | +5.9% | 8,142 | 0.0% | 0.23% | -6.0% |
| Q4 2020 | $555,000 | +11.7% | 8,142 | -1.8% | 0.25% | -0.4% |
| Q3 2020 | $497,000 | +6.0% | 8,293 | -1.8% | 0.25% | -3.5% |
| Q2 2020 | $469,000 | +15.0% | 8,441 | 0.0% | 0.26% | -5.1% |
| Q1 2020 | $408,000 | -36.7% | 8,441 | -7.3% | 0.27% | -16.0% |
| Q4 2019 | $645,000 | +11.8% | 9,109 | -0.1% | 0.32% | +2.9% |
| Q3 2019 | $577,000 | -3.4% | 9,122 | -0.7% | 0.32% | -4.5% |
| Q2 2019 | $597,000 | -46.3% | 9,182 | -50.2% | 0.33% | -67.7% |
| Q4 2018 | $1,111,000 | -53.4% | 18,451 | -45.0% | 1.02% | -21.5% |
| Q3 2018 | $2,385,000 | -1.2% | 33,530 | -0.0% | 1.30% | -6.1% |
| Q2 2018 | $2,414,000 | -5.9% | 33,545 | 0.0% | 1.39% | -3.2% |
| Q1 2018 | $2,564,000 | -0.9% | 33,545 | -0.4% | 1.43% | -1.0% |
| Q4 2017 | $2,586,000 | – | 33,672 | – | 1.45% | – |
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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% |