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 ↓ |
|---|---|---|---|
| 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% |