WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 117 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 9.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $167,000 | -9.7% | 2,344 | -3.2% | 0.04% | -13.6% |
| Q1 2018 | $185,000 | -0.5% | 2,421 | +0.1% | 0.04% | -2.2% |
| Q4 2017 | $186,000 | +4.5% | 2,418 | +0.5% | 0.04% | 0.0% |
| Q3 2017 | $178,000 | +6.6% | 2,407 | +0.4% | 0.04% | -4.3% |
| Q2 2017 | $167,000 | -13.9% | 2,397 | -25.8% | 0.05% | -21.7% |
| Q1 2017 | $194,000 | 0.0% | 3,232 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $194,000 | -53.9% | 3,232 | -52.9% | 0.06% | -55.2% |
| Q3 2016 | $421,000 | -65.8% | 6,863 | -68.7% | 0.13% | -68.6% |
| Q2 2016 | $1,230,000 | +4630.8% | 21,915 | +4892.0% | 0.43% | +3781.8% |
| Q1 2016 | $26,000 | 0.0% | 439 | 0.0% | 0.01% | -54.2% |
| Q4 2015 | $26,000 | +8.3% | 439 | 0.0% | 0.02% | +118.2% |
| Q3 2015 | $24,000 | – | 439 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |