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 2024 | $3,533 | -5.3% | 55,696 | -2.6% | 0.40% | -7.2% |
Q1 2024 | $3,729 | +0.5% | 57,179 | -1.6% | 0.43% | -6.6% |
Q4 2023 | $3,712 | +12.9% | 58,135 | +1.6% | 0.46% | +2.7% |
Q3 2023 | $3,289 | -3.7% | 57,240 | -0.4% | 0.45% | -0.2% |
Q2 2023 | $3,417 | -4.3% | 57,484 | -1.9% | 0.45% | -8.8% |
Q1 2023 | $3,571 | +1.7% | 58,605 | -3.3% | 0.49% | -5.4% |
Q4 2022 | $3,512 | -99.9% | 60,595 | -22.6% | 0.52% | -21.5% |
Q3 2022 | $4,028,000 | -2.5% | 78,306 | +10.6% | 0.66% | +2.5% |
Q2 2022 | $4,133,000 | -27.3% | 70,798 | -14.5% | 0.64% | -20.3% |
Q1 2022 | $5,685,000 | +0.3% | 82,829 | +7.6% | 0.81% | +2.3% |
Q4 2021 | $5,669,000 | +12.2% | 76,976 | +13.1% | 0.79% | +4.8% |
Q3 2021 | $5,051,000 | -2.0% | 68,037 | -1.4% | 0.75% | -2.2% |
Q2 2021 | $5,153,000 | +2.2% | 69,002 | -1.1% | 0.77% | -4.3% |
Q1 2021 | $5,042,000 | +1.5% | 69,803 | -4.3% | 0.81% | -7.9% |
Q4 2020 | $4,966,000 | -52.6% | 72,915 | -58.3% | 0.88% | -60.2% |
Q3 2020 | $10,476,000 | +15.2% | 174,888 | +7.0% | 2.20% | +9.6% |
Q2 2020 | $9,090,000 | -32.8% | 163,411 | -42.0% | 2.01% | +17.7% |
Q1 2020 | $13,536,000 | +36.1% | 281,710 | +101.4% | 1.70% | -20.3% |
Q4 2019 | $9,949,000 | +37.0% | 139,894 | +22.4% | 2.14% | +27.4% |
Q3 2019 | $7,261,000 | +4.2% | 114,318 | +6.6% | 1.68% | -3.4% |
Q2 2019 | $6,970,000 | +9.4% | 107,202 | +10.7% | 1.74% | +6.1% |
Q1 2019 | $6,370,000 | +19.4% | 96,801 | +9.5% | 1.64% | +9.0% |
Q4 2018 | $5,333,000 | -12.3% | 88,406 | +3.5% | 1.50% | -5.7% |
Q3 2018 | $6,078,000 | +2.2% | 85,432 | +3.3% | 1.59% | +4.3% |
Q2 2018 | $5,949,000 | -1.5% | 82,678 | +4.6% | 1.53% | +5.8% |
Q1 2018 | $6,042,000 | +5.5% | 79,054 | +6.0% | 1.44% | -10.4% |
Q4 2017 | $5,729,000 | – | 74,597 | – | 1.61% | – |
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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% |