WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 200 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $15,000 | +15.4% | 220 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -31.2% | 220 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $16,000 | -11.1% | 220 | -24.1% | 0.01% | -14.3% |
| Q3 2019 | $18,000 | -5.3% | 290 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $19,000 | 0.0% | 290 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $19,000 | – | 290 | – | 0.01% | – |
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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% |