WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $255,000 | -29.8% | 4,952 | -20.3% | 0.01% | -25.0% |
| Q2 2022 | $363,000 | -23.6% | 6,217 | -10.2% | 0.02% | -20.0% |
| Q1 2022 | $475,000 | -6.9% | 6,923 | +0.0% | 0.02% | -9.1% |
| Q4 2021 | $510,000 | -0.6% | 6,920 | +0.1% | 0.02% | -8.3% |
| Q3 2021 | $513,000 | -0.6% | 6,915 | +0.0% | 0.02% | -4.0% |
| Q2 2021 | $516,000 | +0.8% | 6,912 | -2.4% | 0.02% | -7.4% |
| Q1 2021 | $512,000 | +42.2% | 7,083 | +34.1% | 0.03% | +22.7% |
| Q4 2020 | $360,000 | +31.4% | 5,281 | +15.4% | 0.02% | +4.8% |
| Q3 2020 | $274,000 | +7.9% | 4,577 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $254,000 | -43.3% | 4,574 | -50.9% | 0.02% | -50.0% |
| Q1 2020 | $448,000 | -70.3% | 9,318 | -56.1% | 0.04% | -63.8% |
| Q4 2019 | $1,509,000 | +8.5% | 21,225 | -3.1% | 0.12% | -2.5% |
| Q3 2019 | $1,391,000 | -2.0% | 21,896 | +0.4% | 0.12% | -7.8% |
| Q2 2019 | $1,419,000 | -0.1% | 21,819 | +1.1% | 0.13% | -3.7% |
| Q1 2019 | $1,420,000 | +9.2% | 21,585 | +0.2% | 0.13% | -5.0% |
| Q4 2018 | $1,300,000 | -15.3% | 21,547 | -0.1% | 0.14% | -13.5% |
| Q3 2018 | $1,534,000 | -0.8% | 21,568 | +0.3% | 0.16% | -6.3% |
| Q2 2018 | $1,547,000 | -5.0% | 21,501 | +0.9% | 0.17% | -7.4% |
| Q1 2018 | $1,629,000 | 0.0% | 21,318 | +0.5% | 0.19% | +0.5% |
| Q4 2017 | $1,629,000 | +4.2% | 21,215 | +0.4% | 0.19% | -1.6% |
| Q3 2017 | $1,563,000 | +30.1% | 21,137 | +22.4% | 0.19% | +25.0% |
| Q2 2017 | $1,201,000 | +30.8% | 17,267 | +23.1% | 0.15% | +25.6% |
| Q1 2017 | $918,000 | +97.4% | 14,022 | +81.1% | 0.12% | +57.1% |
| Q4 2016 | $465,000 | +59.8% | 7,741 | +47.9% | 0.08% | +1.3% |
| Q4 2014 | $291,000 | -100.0% | 5,234 | -67.3% | 0.08% | -75.2% |
| Q2 2014 | $1,037,000,000 | – | 16,004 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |