Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$423
-4.3%
7,352
-1.1%
0.02%
-4.0%
Q2 2023$442
+3.0%
7,434
+5.6%
0.02%0.0%
Q1 2023$429
+44.0%
7,042
+37.0%
0.02%
+38.9%
Q4 2022$298
-99.9%
5,142
-9.1%
0.02%
-10.0%
Q3 2022$291,000
+53.2%
5,656
+73.3%
0.02%
+53.8%
Q2 2022$190,000
+0.5%
3,263
+18.3%
0.01%
+8.3%
Q1 2022$189,000
+152.0%
2,758
+170.9%
0.01%
+140.0%
Q4 2021$75,000
+50.0%
1,018
+51.3%
0.01%
+66.7%
Q3 2021$50,000
+2.0%
673
+2.7%
0.00%0.0%
Q2 2021$49,000
+32.4%
655
+28.2%
0.00%0.0%
Q1 2021$37,000
+5.7%
5110.0%0.00%0.0%
Q4 2020$35,000
+150.0%
511
+126.1%
0.00%
+200.0%
Q3 2020$14,000
+7.7%
2260.0%0.00%0.0%
Q2 2020$13,000
-99.0%
226
-99.2%
0.00%
-99.4%
Q1 2020$1,338,000
-37.7%
27,854
-7.8%
0.16%
-22.6%
Q4 2019$2,149,000
+12.5%
30,223
+0.5%
0.21%
+5.0%
Q3 2019$1,911,000
+1.3%
30,087
+3.7%
0.20%
-1.5%
Q2 2019$1,886,000
-8.4%
29,012
-7.2%
0.20%
-13.9%
Q1 2019$2,058,000
-39.5%
31,278
-44.6%
0.24%
-46.8%
Q4 2018$3,403,000
-99.8%
56,424
-6.5%
0.45%
+82.4%
Q3 2018$2,147,869,000
+97264.9%
60,322
+96.7%
0.24%
-6.8%
Q2 2018$2,206,000
-4.9%
30,663
+1.0%
0.26%
-8.4%
Q1 2018$2,320,000
-4.1%
30,352
-3.6%
0.29%
-5.3%
Q4 2017$2,418,000
+6.6%
31,482
+2.7%
0.30%
-0.3%
Q3 2017$2,268,000
-99.9%
30,668
+3.6%
0.30%
+3.4%
Q2 2017$2,058,080,000
+12.6%
29,599
+6.0%
0.29%
+2.1%
Q1 2017$1,828,176,000
+111510.3%
27,923
+2.3%
0.29%
+0.3%
Q4 2016$1,638,000
-99.9%
27,291
+6.6%
0.29%
-2.7%
Q3 2016$1,571,692,000
+28.3%
25,610
+17.3%
0.30%
+19.4%
Q2 2016$1,225,280,000
+12.6%
21,837
+18.2%
0.25%
+12.8%
Q1 2016$1,088,574,000
+6.7%
18,481
+5.2%
0.22%
+5.8%
Q4 2015$1,020,468,000
+8.7%
17,564
+3.2%
0.21%
+15.6%
Q3 2015$938,651,000
-8.6%
17,013
-0.0%
0.18%
-14.8%
Q2 2015$1,027,008,000
-20.3%
17,020
-21.7%
0.21%
-21.6%
Q1 2015$1,288,211,000
+18.2%
21,738
+10.7%
0.27%
+12.1%
Q4 2014$1,089,934,000
-0.3%
19,631
+6.2%
0.24%
-7.0%
Q3 2014$1,093,645,000
+2.8%
18,479
+12.5%
0.26%
-0.8%
Q2 2014$1,063,954,000
+3.5%
16,424
+3.9%
0.26%
-3.7%
Q1 2014$1,027,889,000
+9.0%
15,806
+5.6%
0.27%
+4.7%
Q4 2013$942,881,000
+9.1%
14,963
+4.0%
0.26%
-0.8%
Q3 2013$864,172,000
+18.2%
14,381
+2.8%
0.26%
+12.1%
Q2 2013$730,956,000
+25.6%
13,992
+33.2%
0.23%
+18.5%
Q1 2013$582,189,000
+30.7%
10,506
+23.0%
0.20%
+8.9%
Q4 2012$445,440,0008,5440.18%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Efficient Advisors, LLC 828,194$49,079,00010.45%
3D ASSET MANAGEMENT, INC 266,889$15,816,0004.78%
Detwiler Fenton Investment Management LLC 65,783$3,898,0004.10%
JFS WEALTH ADVISORS, LLC 79,579$4,716,0002.21%
Carlson Capital Management 95,706$5,672,0002.18%
Gupta Wealth Management LLC 115,860$6,866,0002.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 44,617$2,644,0002.00%
Evanson Asset Management, LLC 89,611$5,310,0001.90%
Mosaic Financial Partners, Inc. 44,321$2,626,0001.80%
SMITH, MOORE & CO. 53,766$3,186,0001.68%
View complete list of WISDOMTREE TR shareholders