WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,186,000 | -0.7% | 320,308 | -7.8% | 5.34% | -0.9% |
| Q2 2020 | $19,317,000 | -1.0% | 347,252 | -14.5% | 5.38% | -7.3% |
| Q1 2020 | $19,515,000 | -41.6% | 406,135 | -13.6% | 5.81% | -25.0% |
| Q4 2019 | $33,444,000 | +9.7% | 470,280 | -2.0% | 7.75% | +6.6% |
| Q3 2019 | $30,488,000 | -15.4% | 479,972 | -13.4% | 7.27% | -17.2% |
| Q2 2019 | $36,017,000 | -5.8% | 553,943 | -4.7% | 8.78% | -2.6% |
| Q1 2019 | $38,245,000 | +13.4% | 581,148 | +3.9% | 9.01% | +3.6% |
| Q4 2018 | $33,734,000 | -14.8% | 559,257 | +0.5% | 8.70% | -3.0% |
| Q3 2018 | $39,583,000 | +5.7% | 556,409 | +6.9% | 8.96% | -0.0% |
| Q2 2018 | $37,465,000 | -5.4% | 520,702 | +0.4% | 8.96% | -4.2% |
| Q1 2018 | $39,605,000 | -1.6% | 518,424 | -1.1% | 9.36% | -0.1% |
| Q4 2017 | $40,257,000 | +1.8% | 524,174 | -2.0% | 9.36% | -0.4% |
| Q3 2017 | $39,542,000 | +9.8% | 534,706 | +3.2% | 9.40% | +2.6% |
| Q2 2017 | $36,028,000 | +2.1% | 518,214 | -3.9% | 9.17% | +0.3% |
| Q1 2017 | $35,291,000 | +34.0% | 539,043 | +22.8% | 9.14% | +30.0% |
| Q4 2016 | $26,342,000 | -1.8% | 438,888 | +0.4% | 7.03% | -2.3% |
| Q3 2016 | $26,823,000 | +9.8% | 437,066 | +0.4% | 7.20% | +5.9% |
| Q2 2016 | $24,431,000 | -2.2% | 435,421 | +2.7% | 6.80% | -4.1% |
| Q1 2016 | $24,971,000 | +35.9% | 423,954 | +34.0% | 7.09% | +29.4% |
| Q4 2015 | $18,381,000 | +6.8% | 316,367 | +1.4% | 5.48% | +4.9% |
| Q3 2015 | $17,208,000 | +5.1% | 311,909 | +14.9% | 5.22% | +6.4% |
| Q2 2015 | $16,377,000 | +3.5% | 271,410 | +1.7% | 4.91% | +2.8% |
| Q1 2015 | $15,816,000 | +4.8% | 266,889 | -1.9% | 4.78% | +3.7% |
| Q4 2014 | $15,098,000 | +4.4% | 271,942 | +11.3% | 4.61% | +4.8% |
| Q3 2014 | $14,455,000 | +8.0% | 244,256 | +18.2% | 4.40% | +13.3% |
| Q2 2014 | $13,385,000 | +1.5% | 206,622 | +1.9% | 3.88% | -1.8% |
| Q1 2014 | $13,191,000 | +4.8% | 202,852 | +1.5% | 3.95% | +3.1% |
| Q4 2013 | $12,588,000 | +4.9% | 199,779 | +0.1% | 3.83% | -1.5% |
| Q3 2013 | $11,998,000 | +33.4% | 199,665 | +16.0% | 3.89% | +28.5% |
| Q2 2013 | $8,995,000 | – | 172,178 | – | 3.03% | – |
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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% |