WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,808,548 | -2.9% | 28,508 | -0.2% | 0.19% | -5.6% |
Q1 2024 | $1,862,854 | -11.6% | 28,567 | -13.5% | 0.20% | -20.2% |
Q4 2023 | $2,107,795 | -35.6% | 33,014 | -42.0% | 0.25% | -42.6% |
Q3 2023 | $3,271,077 | -3.7% | 56,918 | -0.3% | 0.43% | -0.2% |
Q2 2023 | $3,395,463 | -2.0% | 57,105 | +0.5% | 0.43% | -8.1% |
Q1 2023 | $3,463,830 | +4.7% | 56,840 | -0.5% | 0.47% | +2.4% |
Q4 2022 | $3,309,806 | +9.2% | 57,105 | -3.1% | 0.46% | 0.0% |
Q3 2022 | $3,032,000 | -14.8% | 58,947 | -3.3% | 0.46% | -16.2% |
Q2 2022 | $3,558,000 | -17.3% | 60,953 | -2.7% | 0.55% | -6.5% |
Q1 2022 | $4,300,000 | -5.6% | 62,641 | +1.3% | 0.59% | -7.3% |
Q4 2021 | $4,555,000 | +1.7% | 61,844 | +2.5% | 0.63% | -7.3% |
Q3 2021 | $4,478,000 | +0.9% | 60,324 | +1.5% | 0.68% | +2.2% |
Q2 2021 | $4,437,000 | +4.2% | 59,415 | +0.8% | 0.67% | -3.0% |
Q1 2021 | $4,259,000 | +9.7% | 58,965 | +3.4% | 0.69% | -4.8% |
Q4 2020 | $3,882,000 | -11.8% | 57,001 | -22.4% | 0.72% | -20.8% |
Q3 2020 | $4,400,000 | +8.5% | 73,453 | -1.1% | 0.91% | +2.0% |
Q2 2020 | $4,057,000 | +10.1% | 74,261 | -3.1% | 0.90% | -7.7% |
Q1 2020 | $3,684,000 | -34.0% | 76,667 | -2.3% | 0.97% | -16.2% |
Q4 2019 | $5,580,000 | +12.1% | 78,462 | +0.1% | 1.16% | +5.3% |
Q3 2019 | $4,977,000 | +3.2% | 78,357 | +5.7% | 1.10% | +1.6% |
Q2 2019 | $4,821,000 | -0.0% | 74,137 | +3.0% | 1.08% | -5.5% |
Q1 2019 | $4,822,000 | +15.6% | 71,984 | +4.1% | 1.15% | +1.2% |
Q4 2018 | $4,173,000 | -20.2% | 69,174 | -5.9% | 1.13% | -5.0% |
Q3 2018 | $5,231,000 | +1.6% | 73,520 | +2.7% | 1.19% | -7.7% |
Q2 2018 | $5,150,000 | -1.9% | 71,578 | +4.2% | 1.29% | -8.2% |
Q1 2018 | $5,251,000 | +3.0% | 68,709 | +3.5% | 1.41% | +2.4% |
Q4 2017 | $5,096,000 | +3.0% | 66,359 | -0.8% | 1.37% | -2.3% |
Q3 2017 | $4,946,000 | +9.2% | 66,887 | +2.7% | 1.41% | -7.4% |
Q2 2017 | $4,529,000 | +9.3% | 65,138 | +2.9% | 1.52% | +2.2% |
Q1 2017 | $4,143,000 | +9.7% | 63,284 | +0.6% | 1.49% | +3.3% |
Q4 2016 | $3,777,000 | +2.4% | 62,934 | +4.7% | 1.44% | -2.9% |
Q3 2016 | $3,690,000 | +8.7% | 60,124 | -0.6% | 1.48% | +5.4% |
Q2 2016 | $3,396,000 | -0.9% | 60,517 | +4.0% | 1.41% | -4.9% |
Q1 2016 | $3,426,000 | +4.5% | 58,164 | +3.0% | 1.48% | -9.3% |
Q4 2015 | $3,280,000 | -1.8% | 56,459 | -6.8% | 1.63% | -12.0% |
Q3 2015 | $3,341,000 | -4.7% | 60,560 | +4.2% | 1.85% | +4.0% |
Q2 2015 | $3,506,000 | +10.0% | 58,107 | +8.1% | 1.78% | +5.8% |
Q1 2015 | $3,186,000 | +12.3% | 53,766 | +5.3% | 1.68% | +11.4% |
Q4 2014 | $2,836,000 | -3.5% | 51,075 | +2.9% | 1.51% | -7.8% |
Q3 2014 | $2,939,000 | -4.7% | 49,656 | +4.3% | 1.64% | -12.3% |
Q2 2014 | $3,083,000 | +2.3% | 47,595 | +2.7% | 1.87% | +3.5% |
Q1 2014 | $3,013,000 | +5.8% | 46,333 | +2.5% | 1.80% | +1.2% |
Q4 2013 | $2,847,000 | – | 45,181 | – | 1.78% | – |
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% |