WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,000 | -0.9% | 4,297 | 0.0% | 0.00% | – |
| Q3 2021 | $319,000 | -69.0% | 4,297 | -68.8% | 0.00% | – |
| Q2 2021 | $1,029,000 | +231.9% | 13,777 | +220.6% | 0.00% | – |
| Q1 2021 | $310,000 | +5.8% | 4,297 | 0.0% | 0.00% | – |
| Q4 2020 | $293,000 | +14.0% | 4,297 | 0.0% | 0.00% | – |
| Q3 2020 | $257,000 | +26.0% | 4,297 | +17.1% | 0.00% | – |
| Q2 2020 | $204,000 | -38.0% | 3,670 | -20.8% | 0.00% | – |
| Q4 2019 | $329,000 | +37.7% | 4,635 | +23.1% | 0.00% | – |
| Q3 2019 | $239,000 | +18.9% | 3,765 | +22.0% | 0.00% | – |
| Q2 2019 | $201,000 | -11.5% | 3,085 | -3.4% | 0.00% | – |
| Q3 2018 | $227,000 | -0.9% | 3,195 | 0.0% | 0.00% | – |
| Q2 2018 | $229,000 | -11.6% | 3,195 | -5.9% | 0.00% | – |
| Q1 2018 | $259,000 | -0.8% | 3,395 | 0.0% | 0.00% | – |
| Q4 2017 | $261,000 | -59.9% | 3,395 | -61.4% | 0.00% | – |
| Q3 2017 | $651,000 | +217.6% | 8,800 | +197.8% | 0.00% | – |
| Q2 2017 | $205,000 | -88.8% | 2,955 | -91.6% | 0.00% | -100.0% |
| Q2 2013 | $1,828,000 | – | 35,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 438,888 | $26,342,000 | 7.03% |
| Efficient Advisors, LLC | 767,858 | $46,087,000 | 6.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 85,656 | $5,141,000 | 4.41% |
| Private Vista, LLC | 237,009 | $14,993,000 | 4.37% |
| Carlson Capital Management | 125,257 | $7,518,000 | 2.54% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,136 | $16,094,000 | 2.23% |
| WESCAP Management Group, Inc. | 66,306 | $3,980,000 | 2.04% |
| Capital Advantage, Inc. | 115,934 | $6,958,000 | 2.02% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 330,736 | $19,851,000 | 1.78% |
| JFS WEALTH ADVISORS, LLC | 100,264 | $6,018,000 | 1.63% |