WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 196 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,543,000 | -21.4% | 21,698 | -29.7% | 0.69% | -33.2% |
| Q3 2019 | $1,962,000 | -16.0% | 30,881 | -14.1% | 1.03% | -19.9% |
| Q2 2019 | $2,337,000 | +2.0% | 35,948 | +3.2% | 1.29% | -0.8% |
| Q1 2019 | $2,291,000 | +13.5% | 34,820 | +4.0% | 1.30% | +5.4% |
| Q4 2018 | $2,019,000 | +17.3% | 33,474 | +38.4% | 1.23% | +7.4% |
| Q3 2018 | $1,721,000 | -0.7% | 24,192 | +0.4% | 1.15% | -6.3% |
| Q2 2018 | $1,733,000 | -6.8% | 24,084 | -1.0% | 1.23% | -7.4% |
| Q1 2018 | $1,859,000 | -3.8% | 24,320 | -3.4% | 1.32% | -2.6% |
| Q4 2017 | $1,933,000 | +1.7% | 25,174 | -2.0% | 1.36% | +1.0% |
| Q3 2017 | $1,901,000 | +2.0% | 25,700 | -4.1% | 1.35% | +1.5% |
| Q2 2017 | $1,863,000 | +3.7% | 26,792 | -2.4% | 1.33% | +2.0% |
| Q1 2017 | $1,796,000 | +10.9% | 27,439 | +1.8% | 1.30% | +6.5% |
| Q4 2016 | $1,619,000 | +0.4% | 26,967 | +2.7% | 1.22% | +2.7% |
| Q3 2016 | $1,612,000 | +5.9% | 26,266 | -3.2% | 1.19% | +10.5% |
| Q2 2016 | $1,522,000 | -5.3% | 27,129 | -0.6% | 1.08% | -4.2% |
| Q1 2016 | $1,607,000 | +12.3% | 27,287 | +5.2% | 1.12% | +5.7% |
| Q4 2015 | $1,431,000 | -0.2% | 25,940 | -0.2% | 1.06% | 0.0% |
| Q3 2015 | $1,434,000 | -9.2% | 25,988 | -0.7% | 1.06% | -1.6% |
| Q2 2015 | $1,579,000 | +3.2% | 26,161 | +1.3% | 1.08% | +2.4% |
| Q1 2015 | $1,530,000 | +20.1% | 25,814 | +12.5% | 1.06% | +14.7% |
| Q4 2014 | $1,274,000 | -4.1% | 22,946 | +2.2% | 0.92% | -5.5% |
| Q3 2014 | $1,329,000 | -5.3% | 22,454 | +3.7% | 0.97% | -2.6% |
| Q2 2014 | $1,403,000 | +7.8% | 21,660 | +8.2% | 1.00% | +0.1% |
| Q1 2014 | $1,301,000 | +17.3% | 20,010 | +13.6% | 1.00% | +10.1% |
| Q4 2013 | $1,109,000 | – | 17,608 | – | 0.91% | – |
Download | ||||||
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% |