WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. 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 ↓ |
|---|---|---|---|
| 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% |