WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 172 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,120,009 | -4.8% | 80,706 | -2.1% | 1.17% | -6.5% |
| Q1 2024 | $5,375,407 | -1.2% | 82,432 | -3.3% | 1.25% | -11.4% |
| Q4 2023 | $5,442,617 | +9.2% | 85,247 | -1.7% | 1.42% | -5.4% |
| Q3 2023 | $4,986,197 | -5.4% | 86,762 | -2.1% | 1.50% | -5.6% |
| Q2 2023 | $5,271,564 | -5.2% | 88,657 | -2.8% | 1.58% | -10.1% |
| Q1 2023 | $5,558,239 | +3.5% | 91,208 | -1.5% | 1.76% | -2.2% |
| Q4 2022 | $5,368,389 | -13.1% | 92,622 | -22.9% | 1.80% | -21.9% |
| Q3 2022 | $6,181,000 | -14.3% | 120,155 | -2.8% | 2.30% | -9.8% |
| Q2 2022 | $7,213,000 | -20.6% | 123,555 | -6.7% | 2.56% | -9.7% |
| Q1 2022 | $9,089,000 | -8.7% | 132,408 | -2.0% | 2.83% | -7.2% |
| Q4 2021 | $9,955,000 | -1.9% | 135,170 | -1.1% | 3.05% | -12.5% |
| Q3 2021 | $10,145,000 | -0.6% | 136,645 | -0.1% | 3.49% | -2.1% |
| Q2 2021 | $10,211,000 | -36.3% | 136,733 | -38.3% | 3.56% | -41.8% |
| Q1 2021 | $16,019,000 | +16.0% | 221,771 | +9.3% | 6.13% | +3.3% |
| Q4 2020 | $13,815,000 | +31.0% | 202,843 | +7.0% | 5.93% | +9.0% |
| Q3 2020 | $10,547,000 | 0.0% | 189,603 | 0.0% | 5.44% | 0.0% |
| Q2 2020 | $10,547,000 | +27.9% | 189,603 | +10.4% | 5.44% | -21.1% |
| Q1 2020 | $8,249,000 | – | 171,688 | – | 6.89% | – |
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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% |