WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $483,000 | +12.1% | 6,787 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $431,000 | -2.3% | 6,787 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $441,000 | -1.3% | 6,787 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $447,000 | -12.2% | 6,787 | -19.6% | 0.00% | -50.0% |
| Q4 2018 | $509,000 | -15.2% | 8,439 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $600,000 | -1.2% | 8,439 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $607,000 | +61.9% | 8,439 | +71.9% | 0.00% | +100.0% |
| Q1 2018 | $375,000 | -0.5% | 4,909 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $377,000 | +9.6% | 4,909 | +5.5% | 0.00% | 0.0% |
| Q3 2017 | $344,000 | +6.2% | 4,654 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $324,000 | +6.2% | 4,654 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $305,000 | +8.9% | 4,654 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $280,000 | -2.1% | 4,654 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $286,000 | – | 4,654 | – | 0.00% | – |
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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% |