WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 184 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $484,000 | +16.1% | 8,693 | +0.1% | 0.04% | -2.8% |
| Q1 2020 | $417,000 | -47.6% | 8,681 | -22.4% | 0.04% | -32.1% |
| Q4 2019 | $796,000 | +12.3% | 11,189 | +0.3% | 0.05% | +1.9% |
| Q3 2019 | $709,000 | -13.5% | 11,158 | -11.6% | 0.05% | -14.8% |
| Q2 2019 | $820,000 | -0.8% | 12,616 | +0.5% | 0.06% | -1.6% |
| Q1 2019 | $827,000 | +8.7% | 12,559 | -0.5% | 0.06% | -8.8% |
| Q4 2018 | $761,000 | -26.3% | 12,620 | -13.0% | 0.07% | -20.0% |
| Q3 2018 | $1,032,000 | -2.7% | 14,509 | -1.6% | 0.08% | -11.5% |
| Q2 2018 | $1,061,000 | -5.4% | 14,744 | +0.6% | 0.10% | -9.4% |
| Q1 2018 | $1,121,000 | +6.5% | 14,663 | +6.9% | 0.11% | +3.9% |
| Q4 2017 | $1,053,000 | +2.9% | 13,716 | -0.8% | 0.10% | -8.1% |
| Q3 2017 | $1,023,000 | +101.0% | 13,827 | +88.7% | 0.11% | +85.0% |
| Q2 2017 | $509,000 | – | 7,326 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |