WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 116 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $7,431,000 | +11.2% | 112,923 | +1.9% | 2.64% | +4.1% |
| Q4 2018 | $6,683,000 | -23.1% | 110,789 | -9.3% | 2.53% | +26.9% |
| Q3 2018 | $8,691,000 | -2.3% | 122,164 | -1.2% | 2.00% | -4.7% |
| Q2 2018 | $8,894,000 | -6.2% | 123,614 | -0.3% | 2.10% | -9.6% |
| Q1 2018 | $9,481,000 | +0.5% | 124,043 | +0.9% | 2.32% | -4.7% |
| Q4 2017 | $9,438,000 | +4.4% | 122,887 | +0.5% | 2.43% | +7.5% |
| Q3 2017 | $9,043,000 | +7.8% | 122,285 | +1.4% | 2.26% | +3.0% |
| Q2 2017 | $8,386,000 | +7.7% | 120,609 | +1.4% | 2.20% | +3.0% |
| Q1 2017 | $7,789,000 | +11.9% | 118,975 | +2.6% | 2.13% | +5.9% |
| Q4 2016 | $6,958,000 | +13.3% | 115,934 | +15.9% | 2.02% | +17.0% |
| Q3 2016 | $6,140,000 | +3.0% | 100,045 | -5.9% | 1.72% | -0.6% |
| Q2 2016 | $5,963,000 | +2.1% | 106,275 | +7.1% | 1.73% | -16.4% |
| Q1 2016 | $5,843,000 | +7.5% | 99,195 | +6.0% | 2.07% | +13.1% |
| Q4 2015 | $5,436,000 | +37.8% | 93,567 | +30.9% | 1.83% | +19.2% |
| Q3 2015 | $3,944,000 | -1.6% | 71,494 | +7.6% | 1.54% | -1.7% |
| Q2 2015 | $4,010,000 | +7.2% | 66,464 | +5.3% | 1.56% | +1.8% |
| Q1 2015 | $3,742,000 | +8.2% | 63,140 | +1.3% | 1.54% | +7.7% |
| Q4 2014 | $3,459,000 | -44.9% | 62,309 | -41.3% | 1.43% | -56.4% |
| Q3 2014 | $6,279,000 | +5.4% | 106,100 | +15.4% | 3.27% | -0.4% |
| Q2 2014 | $5,957,000 | – | 91,965 | – | 3.29% | – |
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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% |