WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 108 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,491,000 | -35.9% | 31,026 | -5.2% | 0.68% | -10.3% |
| Q4 2019 | $2,327,000 | +11.8% | 32,728 | -0.1% | 0.76% | +6.5% |
| Q3 2019 | $2,081,000 | -9.5% | 32,754 | -7.4% | 0.71% | -12.2% |
| Q2 2019 | $2,299,000 | 0.0% | 35,362 | +1.2% | 0.81% | -1.2% |
| Q1 2019 | $2,299,000 | +9.3% | 34,940 | +0.2% | 0.82% | -2.8% |
| Q4 2018 | $2,103,000 | -17.6% | 34,859 | -2.8% | 0.85% | -6.9% |
| Q3 2018 | $2,552,000 | -5.4% | 35,866 | -4.4% | 0.91% | -9.6% |
| Q2 2018 | $2,699,000 | -8.7% | 37,514 | -3.1% | 1.01% | -10.7% |
| Q1 2018 | $2,957,000 | -5.1% | 38,695 | -4.6% | 1.13% | +0.6% |
| Q4 2017 | $3,117,000 | -3.7% | 40,580 | -7.3% | 1.12% | -7.1% |
| Q3 2017 | $3,237,000 | -0.8% | 43,773 | -6.7% | 1.20% | -13.0% |
| Q2 2017 | $3,264,000 | +5.6% | 46,940 | -0.5% | 1.38% | +12.2% |
| Q1 2017 | $3,090,000 | +4.7% | 47,194 | -4.0% | 1.23% | -3.4% |
| Q4 2016 | $2,951,000 | -2.1% | 49,167 | +0.1% | 1.28% | -4.6% |
| Q3 2016 | $3,015,000 | +9.1% | 49,129 | -0.3% | 1.34% | +7.9% |
| Q2 2016 | $2,764,000 | -7.4% | 49,267 | -2.8% | 1.24% | -11.3% |
| Q1 2016 | $2,984,000 | +0.4% | 50,668 | -1.0% | 1.40% | -8.9% |
| Q4 2015 | $2,973,000 | +2.1% | 51,173 | -3.0% | 1.54% | -1.6% |
| Q3 2015 | $2,911,000 | -10.0% | 52,758 | -1.5% | 1.56% | -3.5% |
| Q2 2015 | $3,233,000 | -2.1% | 53,574 | -3.9% | 1.62% | -0.5% |
| Q1 2015 | $3,303,000 | +5.8% | 55,731 | -0.9% | 1.63% | +1.6% |
| Q4 2014 | $3,123,000 | -5.7% | 56,243 | +0.5% | 1.60% | -9.9% |
| Q3 2014 | $3,312,000 | -9.9% | 55,959 | -1.4% | 1.78% | -6.6% |
| Q2 2014 | $3,675,000 | +0.2% | 56,737 | +0.6% | 1.90% | -4.7% |
| Q1 2014 | $3,668,000 | +4.0% | 56,398 | +0.8% | 2.00% | -0.7% |
| Q4 2013 | $3,526,000 | +0.3% | 55,958 | -4.3% | 2.01% | -6.1% |
| Q3 2013 | $3,514,000 | +16.4% | 58,477 | +1.2% | 2.14% | +15.3% |
| Q2 2013 | $3,018,000 | – | 57,779 | – | 1.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |