WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 108 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $27,000 | +3.8% | 375 | +9.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | +23.8% | 344 | +20.3% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +16.7% | 286 | +11.7% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +100.0% | 256 | +91.0% | 0.00% | +100.0% |
| Q4 2020 | $9,000 | +800.0% | 134 | +737.5% | 0.00% | – |
| Q4 2019 | $1,000 | -66.7% | 16 | -68.6% | 0.00% | – |
| Q3 2019 | $3,000 | -50.0% | 51 | -47.4% | 0.00% | -100.0% |
| Q2 2019 | $6,000 | 0.0% | 97 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $6,000 | +100.0% | 97 | +94.0% | 0.00% | +100.0% |
| Q4 2014 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |