WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $24,000 | 0.0% | 404 | -9.6% | 0.00% | -25.0% |
| Q2 2020 | $24,000 | +14.3% | 447 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -80.6% | 447 | -70.5% | 0.00% | -78.9% |
| Q4 2019 | $108,000 | +12.5% | 1,517 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $96,000 | -11.1% | 1,517 | -9.0% | 0.02% | -13.6% |
| Q2 2019 | $108,000 | -5.3% | 1,667 | -4.5% | 0.02% | -4.3% |
| Q1 2019 | $114,000 | +11.8% | 1,745 | +2.6% | 0.02% | -8.0% |
| Q4 2018 | $102,000 | -15.7% | 1,700 | 0.0% | 0.02% | +13.6% |
| Q3 2018 | $121,000 | +9.0% | 1,700 | +9.7% | 0.02% | 0.0% |
| Q2 2018 | $111,000 | – | 1,550 | – | 0.02% | – |
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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% |