WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $442,000 | +8.3% | 6,723 | -0.7% | 0.33% | -4.7% |
| Q4 2018 | $408,000 | -31.5% | 6,768 | -19.2% | 0.34% | -20.8% |
| Q3 2018 | $596,000 | -4.6% | 8,380 | -3.7% | 0.43% | -7.3% |
| Q2 2018 | $625,000 | -4.7% | 8,699 | +1.3% | 0.47% | -6.6% |
| Q1 2018 | $656,000 | +0.3% | 8,584 | +0.8% | 0.50% | +5.7% |
| Q4 2017 | $654,000 | -0.5% | 8,520 | -4.1% | 0.47% | -5.2% |
| Q3 2017 | $657,000 | +7.7% | 8,887 | +1.2% | 0.50% | +4.0% |
| Q2 2017 | $610,000 | +33.5% | 8,785 | +25.8% | 0.48% | +24.7% |
| Q1 2017 | $457,000 | -13.9% | 6,982 | -21.1% | 0.38% | -12.5% |
| Q4 2016 | $531,000 | -2.2% | 8,854 | -0.1% | 0.44% | -4.8% |
| Q3 2016 | $543,000 | +9.3% | 8,862 | 0.0% | 0.46% | +4.3% |
| Q2 2016 | $497,000 | -3.3% | 8,862 | +1.5% | 0.44% | -8.7% |
| Q1 2016 | $514,000 | -13.6% | 8,733 | -14.7% | 0.48% | -18.7% |
| Q4 2015 | $595,000 | -2.1% | 10,241 | -7.1% | 0.60% | -7.2% |
| Q3 2015 | $608,000 | -10.7% | 11,028 | -2.4% | 0.64% | +0.3% |
| Q2 2015 | $681,000 | +1.3% | 11,297 | -0.5% | 0.64% | +0.2% |
| Q1 2015 | $672,000 | +0.4% | 11,350 | -5.9% | 0.64% | +2.9% |
| Q4 2014 | $669,000 | +145.1% | 12,066 | +161.1% | 0.62% | +145.1% |
| Q3 2014 | $273,000 | -11.1% | 4,621 | -2.5% | 0.25% | -7.0% |
| Q2 2014 | $307,000 | +30.6% | 4,740 | +31.2% | 0.27% | +23.1% |
| Q1 2014 | $235,000 | – | 3,612 | – | 0.22% | – |
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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% |