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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $335 | +5.7% | 5,417 | -5.5% | 0.34% | +5.8% |
| Q3 2023 | $317 | -10.2% | 5,732 | 0.0% | 0.32% | +53.3% |
| Q2 2023 | $353 | -18.7% | 5,732 | -17.9% | 0.21% | -57.0% |
| Q1 2023 | $434 | +2.6% | 6,979 | +1.5% | 0.49% | +3.8% |
| Q4 2022 | $423 | -99.9% | 6,879 | +4.6% | 0.48% | +0.4% |
| Q3 2022 | $334,000 | -13.0% | 6,577 | +3.5% | 0.47% | +81.9% |
| Q2 2022 | $384,000 | +16.7% | 6,356 | +32.5% | 0.26% | -47.0% |
| Q1 2022 | $329,000 | -7.1% | 4,798 | -2.1% | 0.49% | +104.6% |
| Q4 2021 | $354,000 | +2.6% | 4,902 | +5.6% | 0.24% | +3.4% |
| Q3 2021 | $345,000 | +0.9% | 4,641 | -0.4% | 0.23% | -0.9% |
| Q2 2021 | $342,000 | -27.2% | 4,660 | -50.4% | 0.23% | -53.9% |
| Q1 2020 | $470,000 | -94.9% | 9,386 | -92.8% | 0.51% | -94.5% |
| Q4 2019 | $9,182,000 | +17.6% | 130,056 | +3.7% | 9.20% | +5.0% |
| Q3 2019 | $7,810,000 | -2.3% | 125,361 | +3.2% | 8.76% | -2.0% |
| Q2 2019 | $7,997,000 | -1.9% | 121,475 | +1.3% | 8.94% | -3.2% |
| Q1 2019 | $8,155,000 | +16.1% | 119,964 | +3.0% | 9.23% | -2.3% |
| Q4 2018 | $7,023,000 | – | 116,430 | – | 9.45% | – |
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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% |