WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 200 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $513,000 | +35.7% | 7,208 | +21.3% | 0.05% | +19.5% |
| Q3 2019 | $378,000 | -72.3% | 5,943 | -71.7% | 0.04% | -72.3% |
| Q2 2019 | $1,365,000 | -1.2% | 20,989 | 0.0% | 0.15% | -14.9% |
| Q1 2019 | $1,381,000 | +278.4% | 20,989 | +247.0% | 0.17% | +210.7% |
| Q4 2018 | $365,000 | -28.4% | 6,048 | -15.6% | 0.06% | -28.2% |
| Q3 2018 | $510,000 | +136.1% | 7,164 | +138.5% | 0.08% | +122.9% |
| Q2 2018 | $216,000 | -6.1% | 3,004 | +0.0% | 0.04% | -22.2% |
| Q1 2018 | $230,000 | -18.4% | 3,003 | -18.2% | 0.04% | -23.7% |
| Q4 2017 | $282,000 | -12.1% | 3,671 | -15.5% | 0.06% | -22.4% |
| Q3 2017 | $321,000 | +18.0% | 4,344 | +11.0% | 0.08% | +18.8% |
| Q2 2017 | $272,000 | – | 3,913 | – | 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% |