WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 118 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $437,000 | +43.8% | 7,297 | +33.6% | 0.49% | +175.1% |
| Q2 2020 | $304,000 | +14.3% | 5,462 | -1.4% | 0.18% | -0.6% |
| Q1 2020 | $266,000 | -37.3% | 5,542 | -7.1% | 0.18% | -12.7% |
| Q4 2019 | $424,000 | +11.6% | 5,963 | -0.3% | 0.20% | +5.7% |
| Q3 2019 | $380,000 | -2.3% | 5,980 | 0.0% | 0.19% | -9.4% |
| Q2 2019 | $389,000 | -1.5% | 5,980 | -0.4% | 0.21% | 0.0% |
| Q1 2019 | $395,000 | +8.5% | 6,003 | -0.5% | 0.21% | +0.9% |
| Q4 2018 | $364,000 | -17.1% | 6,035 | -2.2% | 0.21% | +34.4% |
| Q3 2018 | $439,000 | -1.1% | 6,173 | 0.0% | 0.16% | -7.6% |
| Q2 2018 | $444,000 | -5.5% | 6,173 | +0.5% | 0.17% | +50.4% |
| Q1 2018 | $470,000 | -7.3% | 6,144 | -7.0% | 0.11% | -6.6% |
| Q4 2017 | $507,000 | +1.4% | 6,606 | -2.2% | 0.12% | +2.5% |
| Q3 2017 | $500,000 | +5.9% | 6,755 | -0.6% | 0.12% | +1.7% |
| Q2 2017 | $472,000 | +4.0% | 6,794 | -2.0% | 0.12% | +2.7% |
| Q1 2017 | $454,000 | -4.6% | 6,936 | -12.6% | 0.11% | -11.7% |
| Q4 2016 | $476,000 | -2.5% | 7,935 | -0.2% | 0.13% | -5.9% |
| Q3 2016 | $488,000 | +10.7% | 7,952 | +1.3% | 0.14% | +119.4% |
| Q2 2016 | $441,000 | -1.8% | 7,851 | +3.1% | 0.06% | +1.6% |
| Q1 2016 | $449,000 | +39.4% | 7,615 | +37.5% | 0.06% | +45.2% |
| Q4 2015 | $322,000 | -23.9% | 5,539 | -27.8% | 0.04% | -38.2% |
| Q3 2015 | $423,000 | -10.8% | 7,674 | -2.4% | 0.07% | 0.0% |
| Q2 2015 | $474,000 | +11.0% | 7,861 | +9.2% | 0.07% | -26.9% |
| Q1 2015 | $427,000 | +22.7% | 7,201 | +15.1% | 0.09% | +17.7% |
| Q4 2014 | $348,000 | +1.5% | 6,259 | +7.9% | 0.08% | +16.2% |
| Q3 2014 | $343,000 | -10.0% | 5,801 | -1.3% | 0.07% | +4.6% |
| Q2 2014 | $381,000 | – | 5,875 | – | 0.06% | – |
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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% |