WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 115 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $835,000 | -72.5% | 11,183 | -73.8% | 0.05% | -78.6% |
| Q4 2019 | $3,041,000 | +11.8% | 42,763 | -0.2% | 0.22% | +1.4% |
| Q3 2019 | $2,721,000 | -17.2% | 42,851 | -15.2% | 0.22% | -18.1% |
| Q2 2019 | $3,286,000 | -1.0% | 50,542 | +0.2% | 0.26% | -2.9% |
| Q1 2019 | $3,318,000 | +274.1% | 50,426 | +304.4% | 0.27% | +274.0% |
| Q3 2018 | $887,000 | -1.1% | 12,470 | 0.0% | 0.07% | -6.4% |
| Q2 2018 | $897,000 | -5.9% | 12,470 | 0.0% | 0.08% | -10.3% |
| Q1 2018 | $953,000 | -0.5% | 12,470 | 0.0% | 0.09% | -5.4% |
| Q4 2017 | $958,000 | +3.9% | 12,470 | 0.0% | 0.09% | -11.5% |
| Q3 2017 | $922,000 | +46.6% | 12,470 | +15.1% | 0.10% | +15.6% |
| Q4 2015 | $629,000 | +2.3% | 10,830 | -2.8% | 0.09% | -16.7% |
| Q3 2015 | $615,000 | +47.8% | 11,146 | +61.5% | 0.11% | +96.4% |
| Q2 2015 | $416,000 | – | 6,902 | – | 0.06% | – |
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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% |