WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 133 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $351,000 | +9.0% | 5,335 | 0.0% | 0.25% | +2.8% |
| Q4 2018 | $322,000 | -15.3% | 5,335 | 0.0% | 0.25% | -3.1% |
| Q3 2018 | $380,000 | -4.3% | 5,335 | -3.4% | 0.26% | -4.1% |
| Q2 2018 | $397,000 | -5.9% | 5,520 | 0.0% | 0.27% | +3.9% |
| Q1 2018 | $422,000 | -0.5% | 5,520 | 0.0% | 0.26% | -5.2% |
| Q4 2017 | $424,000 | +3.9% | 5,520 | 0.0% | 0.27% | -2.5% |
| Q3 2017 | $408,000 | +6.2% | 5,520 | 0.0% | 0.28% | +3.0% |
| Q2 2017 | $384,000 | +6.4% | 5,520 | 0.0% | 0.27% | +3.9% |
| Q1 2017 | $361,000 | +19.1% | 5,520 | +9.5% | 0.26% | +19.4% |
| Q4 2016 | $303,000 | +32.9% | 5,040 | +35.8% | 0.22% | +17.9% |
| Q3 2016 | $228,000 | +9.6% | 3,710 | 0.0% | 0.18% | +10.2% |
| Q2 2016 | $208,000 | -5.0% | 3,710 | 0.0% | 0.17% | -16.1% |
| Q1 2016 | $219,000 | +1.4% | 3,710 | 0.0% | 0.20% | -2.9% |
| Q4 2015 | $216,000 | +5.4% | 3,710 | 0.0% | 0.20% | -1.4% |
| Q3 2015 | $205,000 | -8.5% | 3,710 | 0.0% | 0.21% | +2.0% |
| Q2 2015 | $224,000 | +1.8% | 3,710 | 0.0% | 0.20% | +11.5% |
| Q1 2015 | $220,000 | +6.8% | 3,710 | 0.0% | 0.18% | +7.0% |
| Q4 2014 | $206,000 | -6.4% | 3,710 | 0.0% | 0.17% | -3.4% |
| Q3 2014 | $220,000 | -8.3% | 3,710 | 0.0% | 0.18% | +0.6% |
| Q2 2014 | $240,000 | +120.2% | 3,710 | +121.5% | 0.18% | +117.3% |
| Q1 2014 | $109,000 | +2.8% | 1,675 | 0.0% | 0.08% | -3.6% |
| Q4 2013 | $106,000 | +5.0% | 1,675 | 0.0% | 0.08% | 0.0% |
| Q3 2013 | $101,000 | +14.8% | 1,675 | 0.0% | 0.08% | +18.3% |
| Q2 2013 | $88,000 | – | 1,675 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |