WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $378,000 | +125.0% | 5,812 | +127.7% | 0.64% | +221.7% |
Q1 2019 | $168,000 | -52.1% | 2,553 | -56.1% | 0.20% | +26.1% |
Q4 2018 | $351,000 | +114.0% | 5,812 | +151.5% | 0.16% | +42.7% |
Q3 2018 | $164,000 | -62.6% | 2,311 | -62.1% | 0.11% | -50.5% |
Q2 2018 | $439,000 | -2.4% | 6,096 | +2.6% | 0.22% | -8.6% |
Q1 2018 | $450,000 | +75.1% | 5,942 | +82.3% | 0.24% | +46.4% |
Q4 2017 | $257,000 | +6.6% | 3,259 | 0.0% | 0.17% | +7.1% |
Q3 2017 | $241,000 | +7.1% | 3,259 | 0.0% | 0.16% | +2.0% |
Q2 2017 | $225,000 | +6.1% | 3,259 | 0.0% | 0.15% | -3.8% |
Q1 2017 | $212,000 | +5.5% | 3,259 | 0.0% | 0.16% | -30.1% |
Q4 2016 | $201,000 | +1.0% | 3,259 | 0.0% | 0.23% | +27.0% |
Q3 2016 | $199,000 | -39.1% | 3,259 | -43.0% | 0.18% | -40.7% |
Q2 2016 | $327,000 | +70.3% | 5,714 | +75.3% | 0.30% | +54.6% |
Q1 2016 | $192,000 | 0.0% | 3,259 | 0.0% | 0.19% | +6.6% |
Q3 2015 | $192,000 | -2.0% | 3,259 | 0.0% | 0.18% | +13.8% |
Q2 2015 | $196,000 | +59.3% | 3,259 | +45.8% | 0.16% | +41.6% |
Q4 2014 | $123,000 | – | 2,235 | – | 0.11% | – |
Download |
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% |