WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. 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% | – |
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% |