WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 116 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $239,000 | -2.4% | 3,196 | -11.1% | 0.00% | 0.0% |
| Q4 2020 | $245,000 | -84.4% | 3,595 | -86.3% | 0.00% | -90.0% |
| Q3 2020 | $1,573,000 | +2.9% | 26,258 | -4.4% | 0.01% | -9.1% |
| Q2 2020 | $1,528,000 | +9.1% | 27,472 | -5.7% | 0.01% | -8.3% |
| Q1 2020 | $1,400,000 | -32.6% | 29,143 | -0.2% | 0.01% | -7.7% |
| Q4 2019 | $2,076,000 | +12.7% | 29,188 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $1,842,000 | +8.7% | 29,000 | +11.2% | 0.01% | +18.2% |
| Q2 2019 | $1,695,000 | +4.4% | 26,068 | +5.7% | 0.01% | 0.0% |
| Q1 2019 | $1,623,000 | -44.8% | 24,654 | -49.4% | 0.01% | -52.2% |
| Q4 2018 | $2,938,000 | +62.9% | 48,715 | +92.1% | 0.02% | +76.9% |
| Q3 2018 | $1,804,000 | -0.7% | 25,365 | +0.5% | 0.01% | -7.1% |
| Q2 2018 | $1,817,000 | -7.2% | 25,249 | -1.4% | 0.01% | -6.7% |
| Q1 2018 | $1,957,000 | +0.8% | 25,604 | +1.3% | 0.02% | 0.0% |
| Q4 2017 | $1,941,000 | +3.8% | 25,277 | -0.1% | 0.02% | -6.2% |
| Q3 2017 | $1,870,000 | +4.8% | 25,290 | -1.4% | 0.02% | 0.0% |
| Q2 2017 | $1,784,000 | +0.7% | 25,661 | -5.1% | 0.02% | -5.9% |
| Q1 2017 | $1,771,000 | +8.3% | 27,044 | -0.7% | 0.02% | +6.2% |
| Q4 2016 | $1,635,000 | -4.8% | 27,233 | -2.7% | 0.02% | -5.9% |
| Q3 2016 | $1,718,000 | +7.1% | 28,001 | -2.2% | 0.02% | +6.2% |
| Q2 2016 | $1,604,000 | -4.1% | 28,636 | +0.9% | 0.02% | -11.1% |
| Q1 2016 | $1,672,000 | -0.1% | 28,385 | -1.4% | 0.02% | -5.3% |
| Q4 2015 | $1,673,000 | -1.7% | 28,802 | -6.7% | 0.02% | -5.0% |
| Q3 2015 | $1,702,000 | -19.3% | 30,855 | -11.7% | 0.02% | -16.7% |
| Q2 2015 | $2,108,000 | -49.6% | 34,929 | -47.9% | 0.02% | -52.9% |
| Q1 2015 | $4,181,000 | -46.5% | 67,000 | -52.4% | 0.05% | -13.6% |
| Q4 2014 | $7,818,000 | +99.7% | 140,830 | +112.9% | 0.06% | -13.2% |
| Q3 2014 | $3,914,000 | -0.6% | 66,139 | +8.8% | 0.07% | -6.8% |
| Q2 2014 | $3,937,000 | +20.2% | 60,771 | +20.6% | 0.07% | +4.3% |
| Q1 2014 | $3,276,000 | – | 50,384 | – | 0.07% | – |
Download | ||||||
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% |