WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $783,000 | +7.3% | 11,015 | -4.1% | 0.12% | +1.8% |
| Q3 2019 | $730,000 | -2.9% | 11,488 | -0.7% | 0.11% | -3.4% |
| Q2 2019 | $752,000 | +1.5% | 11,565 | +2.7% | 0.12% | -3.3% |
| Q1 2019 | $741,000 | +8.5% | 11,261 | -0.6% | 0.12% | -3.2% |
| Q4 2018 | $683,000 | -13.1% | 11,325 | +2.5% | 0.12% | -12.6% |
| Q3 2018 | $786,000 | -3.1% | 11,050 | -2.0% | 0.14% | -8.3% |
| Q2 2018 | $811,000 | -7.9% | 11,273 | -2.2% | 0.16% | -18.3% |
| Q1 2018 | $881,000 | -2.8% | 11,527 | -2.3% | 0.19% | +3.8% |
| Q4 2017 | $906,000 | +4.7% | 11,796 | +0.9% | 0.18% | +5.7% |
| Q3 2017 | $865,000 | +3.2% | 11,693 | -2.9% | 0.17% | -1.7% |
| Q2 2017 | $838,000 | +5.9% | 12,047 | -0.3% | 0.18% | +4.1% |
| Q1 2017 | $791,000 | +8.1% | 12,089 | -0.8% | 0.17% | +4.3% |
| Q4 2016 | $732,000 | +1.5% | 12,188 | +3.8% | 0.16% | -3.0% |
| Q3 2016 | $721,000 | +13.0% | 11,744 | +3.4% | 0.17% | +9.8% |
| Q2 2016 | $638,000 | -4.3% | 11,363 | +0.3% | 0.15% | -5.0% |
| Q1 2016 | $667,000 | +1.8% | 11,329 | +0.5% | 0.16% | +0.6% |
| Q4 2015 | $655,000 | +3.8% | 11,269 | -1.4% | 0.16% | -3.0% |
| Q3 2015 | $631,000 | -7.6% | 11,434 | +1.0% | 0.16% | +0.6% |
| Q2 2015 | $683,000 | +1.9% | 11,317 | +0.1% | 0.16% | +3.1% |
| Q1 2015 | $670,000 | +9.3% | 11,303 | +2.3% | 0.16% | -4.8% |
| Q4 2014 | $613,000 | -3.5% | 11,046 | +3.0% | 0.17% | -5.6% |
| Q3 2014 | $635,000 | -1.2% | 10,723 | +8.1% | 0.18% | -2.2% |
| Q2 2014 | $643,000 | +6.6% | 9,918 | +7.0% | 0.18% | -1.6% |
| Q1 2014 | $603,000 | -16.4% | 9,265 | -19.0% | 0.18% | -19.3% |
| Q4 2013 | $721,000 | +18.2% | 11,438 | +12.7% | 0.23% | +8.6% |
| Q3 2013 | $610,000 | +36.2% | 10,152 | +18.4% | 0.21% | +24.3% |
| Q2 2013 | $448,000 | – | 8,576 | – | 0.17% | – |
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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% |