WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | -1.0% | 2,823 | 0.0% | 0.10% | -10.4% |
| Q3 2021 | $210,000 | -0.5% | 2,823 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $211,000 | +3.4% | 2,823 | 0.0% | 0.11% | -3.6% |
| Q1 2021 | $204,000 | -3.8% | 2,823 | -5.5% | 0.11% | -24.1% |
| Q4 2019 | $212,000 | -22.9% | 2,986 | -22.8% | 0.14% | -31.6% |
| Q3 2018 | $275,000 | -1.1% | 3,869 | 0.0% | 0.21% | -6.2% |
| Q2 2018 | $278,000 | -6.1% | 3,869 | 0.0% | 0.23% | -8.9% |
| Q1 2018 | $296,000 | -0.3% | 3,869 | 0.0% | 0.25% | +2.9% |
| Q4 2017 | $297,000 | +3.8% | 3,869 | 0.0% | 0.24% | -2.0% |
| Q3 2017 | $286,000 | +4.0% | 3,869 | -2.1% | 0.25% | +3.8% |
| Q2 2017 | $275,000 | +0.7% | 3,954 | -5.2% | 0.24% | 0.0% |
| Q1 2017 | $273,000 | -94.7% | 4,170 | -95.1% | 0.24% | -94.6% |
| Q4 2016 | $5,141,000 | -2.0% | 85,656 | +0.3% | 4.41% | -2.1% |
| Q3 2016 | $5,244,000 | +12.2% | 85,366 | +2.5% | 4.50% | +5.5% |
| Q2 2016 | $4,673,000 | +0.4% | 83,277 | +5.4% | 4.27% | -2.8% |
| Q1 2016 | $4,653,000 | +6.7% | 78,991 | +5.3% | 4.39% | +2.4% |
| Q4 2015 | $4,359,000 | +15.0% | 75,018 | +9.2% | 4.29% | +60.5% |
| Q3 2015 | $3,791,000 | -3.9% | 68,722 | +5.1% | 2.67% | -11.9% |
| Q2 2015 | $3,945,000 | +49.2% | 65,374 | +46.5% | 3.03% | +51.6% |
| Q1 2015 | $2,644,000 | +18.0% | 44,617 | +10.5% | 2.00% | +12.5% |
| Q4 2014 | $2,241,000 | – | 40,366 | – | 1.78% | – |
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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% |