WISDOMTREE TR's ticker is DYLS and the CUSIP is 97717X313. A total of 31 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 55 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2019 | $2,000 | -96.6% | 55 | -97.3% | 0.00% | -100.0% |
| Q4 2018 | $59,000 | -72.2% | 2,021 | -66.3% | 0.00% | -55.6% |
| Q3 2018 | $212,000 | +26.9% | 5,998 | +18.5% | 0.01% | +28.6% |
| Q2 2018 | $167,000 | +41.5% | 5,063 | +39.9% | 0.01% | +40.0% |
| Q1 2018 | $118,000 | 0.0% | 3,620 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $118,000 | +57.3% | 3,620 | +48.1% | 0.01% | +66.7% |
| Q3 2017 | $75,000 | +188.5% | 2,445 | +179.4% | 0.00% | +200.0% |
| Q2 2017 | $26,000 | -23.5% | 875 | -25.5% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | -20.9% | 1,175 | -25.4% | 0.00% | -50.0% |
| Q4 2016 | $43,000 | -51.1% | 1,575 | -49.6% | 0.00% | -60.0% |
| Q3 2016 | $88,000 | +7.3% | 3,125 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $82,000 | – | 3,125 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Surevest, LLC | 57,662 | $1,602,000 | 0.79% |
| Efficient Advisors, LLC | 46,507 | $1,292,000 | 0.24% |
| PERSONAL CFO SOLUTIONS, LLC | 19,586 | $544,000 | 0.22% |
| CX Institutional | 23,765 | $660,000 | 0.11% |
| GeoWealth Management, LLC | 15,260 | $424,000 | 0.10% |
| CreativeOne Wealth, LLC | 11,732 | $326,000 | 0.06% |
| McAdam, LLC | 7,637 | $212,000 | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 130,778 | $3,604,000 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,767 | $369,000 | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,045 | $28,000 | 0.02% |