WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 132 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $72,000 | -25.0% | 1,100 | -15.4% | 0.02% | -45.9% |
Q3 2017 | $96,000 | +6.7% | 1,300 | 0.0% | 0.04% | -2.6% |
Q2 2017 | $90,000 | +5.9% | 1,300 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $85,000 | +9.0% | 1,300 | 0.0% | 0.04% | -2.6% |
Q4 2016 | $78,000 | -2.5% | 1,300 | 0.0% | 0.04% | -4.9% |
Q3 2016 | $80,000 | +9.6% | 1,300 | 0.0% | 0.04% | +5.1% |
Q2 2016 | $73,000 | -3.9% | 1,300 | 0.0% | 0.04% | -11.4% |
Q1 2016 | $76,000 | 0.0% | 1,300 | 0.0% | 0.04% | -2.2% |
Q4 2015 | $76,000 | +5.6% | 1,300 | 0.0% | 0.04% | -2.2% |
Q3 2015 | $72,000 | -7.7% | 1,300 | 0.0% | 0.05% | -2.1% |
Q2 2015 | $78,000 | +1.3% | 1,300 | 0.0% | 0.05% | 0.0% |
Q1 2015 | $77,000 | +6.9% | 1,300 | 0.0% | 0.05% | -4.1% |
Q4 2014 | $72,000 | -6.5% | 1,300 | 0.0% | 0.05% | -10.9% |
Q3 2014 | $77,000 | -8.3% | 1,300 | 0.0% | 0.06% | -3.5% |
Q2 2014 | $84,000 | -1.2% | 1,300 | 0.0% | 0.06% | -6.6% |
Q1 2014 | $85,000 | – | 1,300 | – | 0.06% | – |
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% |