WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 115 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $42,000 | +13.5% | 590 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $37,000 | -2.6% | 590 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $38,000 | -2.6% | 590 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $39,000 | +8.3% | 590 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $36,000 | -14.3% | 590 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $42,000 | 0.0% | 590 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $42,000 | -50.6% | 590 | -46.8% | 0.02% | -52.8% |
| Q1 2018 | $85,000 | -97.5% | 1,110 | -98.0% | 0.04% | -96.9% |
| Q3 2016 | $3,350,000 | +9.4% | 54,590 | 0.0% | 1.14% | +14.6% |
| Q2 2016 | $3,063,000 | -4.7% | 54,590 | 0.0% | 1.00% | -16.6% |
| Q1 2016 | $3,215,000 | +1.4% | 54,590 | 0.0% | 1.20% | 0.0% |
| Q4 2015 | $3,172,000 | +5.3% | 54,590 | 0.0% | 1.20% | +0.8% |
| Q3 2015 | $3,012,000 | -8.6% | 54,590 | 0.0% | 1.19% | -0.7% |
| Q2 2015 | $3,294,000 | +86.0% | 54,590 | +82.7% | 1.19% | +80.1% |
| Q1 2015 | $1,771,000 | +6.8% | 29,877 | 0.0% | 0.66% | +6.2% |
| Q4 2014 | $1,659,000 | -6.2% | 29,877 | 0.0% | 0.62% | -11.5% |
| Q3 2014 | $1,768,000 | -8.6% | 29,877 | 0.0% | 0.70% | -20.2% |
| Q2 2014 | $1,935,000 | -0.4% | 29,877 | 0.0% | 0.88% | -3.0% |
| Q1 2014 | $1,943,000 | +3.2% | 29,877 | 0.0% | 0.91% | +5.4% |
| Q4 2013 | $1,883,000 | +54.6% | 29,877 | +47.3% | 0.86% | +44.0% |
| Q3 2013 | $1,218,000 | +31.5% | 20,277 | +14.4% | 0.60% | +30.2% |
| Q2 2013 | $926,000 | – | 17,727 | – | 0.46% | – |
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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% |