WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,675,714 | -8.8% | 57,940 | -6.2% | 0.02% | -22.2% |
| Q1 2024 | $4,028,407 | +15.4% | 61,776 | +13.0% | 0.03% | -3.6% |
| Q4 2023 | $3,491,651 | +11.6% | 54,689 | +0.5% | 0.03% | -9.7% |
| Q3 2023 | $3,128,207 | +4.6% | 54,432 | +8.2% | 0.03% | +3.3% |
| Q2 2023 | $2,991,076 | +2.3% | 50,304 | +4.9% | 0.03% | -6.2% |
| Q1 2023 | $2,922,813 | +11.1% | 47,962 | +5.7% | 0.03% | +39.1% |
| Q4 2022 | $2,630,573 | -99.9% | 45,386 | -48.8% | 0.02% | -4.2% |
| Q3 2022 | $2,281,279,000 | +109313.9% | 88,604 | +148.1% | 0.02% | +14.3% |
| Q2 2022 | $2,085,000 | +0.1% | 35,711 | +17.7% | 0.02% | -4.5% |
| Q1 2022 | $2,083,000 | +0.1% | 30,348 | +7.4% | 0.02% | +4.8% |
| Q4 2021 | $2,081,000 | -1.0% | 28,250 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $2,102,000 | +3.8% | 28,314 | +4.4% | 0.02% | -8.7% |
| Q2 2021 | $2,025,000 | +7.4% | 27,118 | +3.9% | 0.02% | -4.2% |
| Q1 2021 | $1,886,000 | +4.8% | 26,108 | -1.0% | 0.02% | +14.3% |
| Q4 2020 | $1,799,000 | -100.0% | 26,370 | -62.0% | 0.02% | -72.7% |
| Q3 2020 | $4,148,000,000 | – | 69,389 | – | 0.08% | – |
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% |