WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,933 | +300.5% | 25,647 | +235.0% | 0.03% | -7.1% |
| Q1 2020 | $368,000 | -50.2% | 7,655 | -26.3% | 0.03% | +40.0% |
| Q4 2019 | $739,000 | +28.5% | 10,392 | +14.8% | 0.02% | 0.0% |
| Q3 2019 | $575,000 | -39.9% | 9,052 | -43.1% | 0.02% | -44.4% |
| Q2 2019 | $957,000 | -40.7% | 15,922 | -35.1% | 0.04% | -47.1% |
| Q1 2019 | $1,615,000 | +25.6% | 24,536 | +15.1% | 0.07% | +19.3% |
| Q4 2018 | $1,286,000 | +17.1% | 21,322 | +38.1% | 0.06% | +32.6% |
| Q3 2018 | $1,098,000 | -71.3% | 15,441 | -71.0% | 0.04% | -74.4% |
| Q2 2018 | $3,827,000 | +2.3% | 53,186 | +8.7% | 0.17% | -6.7% |
| Q1 2018 | $3,741,000 | +5.7% | 48,945 | +6.2% | 0.18% | +2.3% |
| Q4 2017 | $3,540,000 | +0.3% | 46,089 | -3.4% | 0.18% | -8.3% |
| Q3 2017 | $3,530,000 | +17.7% | 47,732 | +10.7% | 0.19% | +4.9% |
| Q2 2017 | $2,998,000 | +13.6% | 43,111 | +7.0% | 0.18% | +6.4% |
| Q1 2017 | $2,639,000 | +25.7% | 40,301 | +15.2% | 0.17% | +7.5% |
| Q4 2016 | $2,100,000 | +0.7% | 34,982 | +2.9% | 0.16% | -16.7% |
| Q3 2016 | $2,086,000 | +50.4% | 33,992 | +36.7% | 0.19% | +28.9% |
| Q2 2016 | $1,387,000 | +29.5% | 24,864 | +36.8% | 0.15% | +22.1% |
| Q1 2016 | $1,071,000 | +114.6% | 18,179 | +99.2% | 0.12% | +121.8% |
| Q4 2015 | $499,000 | +8.7% | 9,125 | +9.6% | 0.06% | -12.7% |
| Q3 2015 | $459,000 | +11.4% | 8,323 | +22.0% | 0.06% | +31.2% |
| Q2 2015 | $412,000 | +17.4% | 6,822 | +15.0% | 0.05% | +20.0% |
| Q1 2015 | $351,000 | +9.7% | 5,930 | +2.8% | 0.04% | +17.6% |
| Q4 2014 | $320,000 | +46.1% | 5,767 | +55.7% | 0.03% | +54.5% |
| Q3 2014 | $219,000 | – | 3,705 | – | 0.02% | – |
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% |