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 | $1,000 | -99.1% | 13 | -99.4% | 0.00% | -100.0% |
| Q1 2020 | $110,000 | -11.3% | 2,279 | +30.3% | 0.02% | 0.0% |
| Q4 2019 | $124,000 | -78.8% | 1,749 | -81.1% | 0.02% | -78.8% |
| Q3 2019 | $586,000 | +1.2% | 9,230 | +3.7% | 0.08% | 0.0% |
| Q2 2019 | $579,000 | -48.6% | 8,903 | -48.0% | 0.08% | +5.3% |
| Q1 2019 | $1,126,000 | +121.7% | 17,110 | +103.1% | 0.08% | -10.6% |
| Q4 2018 | $508,000 | +104.0% | 8,426 | +140.3% | 0.08% | +129.7% |
| Q3 2018 | $249,000 | +9.2% | 3,507 | +10.5% | 0.04% | -7.5% |
| Q2 2018 | $228,000 | -3.8% | 3,173 | +2.1% | 0.04% | -2.4% |
| Q1 2018 | $237,000 | – | 3,108 | – | 0.04% | – |
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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% |