WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $346,000 | +14.6% | 6,226 | -0.9% | 0.06% | -4.5% |
| Q1 2020 | $302,000 | -51.7% | 6,285 | -28.5% | 0.07% | -38.9% |
| Q4 2019 | $625,000 | -4.7% | 8,796 | -14.8% | 0.11% | -10.0% |
| Q3 2019 | $656,000 | +4.8% | 10,321 | +7.2% | 0.12% | +14.3% |
| Q2 2019 | $626,000 | +40.7% | 9,626 | +42.4% | 0.10% | +31.2% |
| Q1 2019 | $445,000 | -70.1% | 6,758 | -72.6% | 0.08% | -74.1% |
| Q4 2018 | $1,490,000 | -0.7% | 24,696 | +17.1% | 0.31% | -2.2% |
| Q3 2018 | $1,501,000 | +54.7% | 21,094 | +56.4% | 0.32% | +40.4% |
| Q2 2018 | $970,000 | +166.5% | 13,487 | +183.0% | 0.22% | +167.9% |
| Q1 2018 | $364,000 | – | 4,765 | – | 0.08% | – |
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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% |