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 | $783,230 | +4.0% | 12,346 | +6.9% | 0.03% | +100.0% |
| Q1 2024 | $753,371 | +13.6% | 11,553 | +7.8% | 0.01% | -36.4% |
| Q4 2023 | $663,366 | +7.7% | 10,715 | 0.0% | 0.02% | -4.3% |
| Q3 2023 | $615,791 | -3.3% | 10,715 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $637,114 | -5.4% | 10,715 | -3.1% | 0.02% | -7.7% |
| Q1 2023 | $673,692 | +109265.6% | 11,055 | +4.1% | 0.03% | -25.7% |
| Q4 2022 | $616 | -99.9% | 10,623 | -41.4% | 0.04% | -38.6% |
| Q3 2022 | $932,000 | -14.0% | 18,128 | -2.3% | 0.06% | +26.7% |
| Q2 2022 | $1,084,000 | -12.2% | 18,564 | +3.1% | 0.04% | +36.4% |
| Q1 2022 | $1,235,000 | -19.4% | 17,998 | -13.5% | 0.03% | -2.9% |
| Q4 2021 | $1,532,000 | +14.6% | 20,806 | +15.5% | 0.03% | -2.9% |
| Q3 2021 | $1,337,000 | -0.5% | 18,007 | +0.0% | 0.04% | -2.8% |
| Q2 2021 | $1,344,000 | -28.4% | 18,001 | -30.6% | 0.04% | -28.0% |
| Q1 2021 | $1,876,000 | – | 25,921 | – | 0.05% | – |
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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% |