WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,448,000 | -29.8% | 30,130 | +3.9% | 1.56% | +4.8% |
| Q4 2019 | $2,063,000 | +14.4% | 29,010 | +2.2% | 1.49% | +7.4% |
| Q3 2019 | $1,804,000 | +22.2% | 28,397 | +25.1% | 1.39% | +24.6% |
| Q2 2019 | $1,476,000 | -1.9% | 22,698 | -0.7% | 1.11% | -0.1% |
| Q1 2019 | $1,505,000 | +8.4% | 22,865 | -0.7% | 1.11% | +1.3% |
| Q4 2018 | $1,389,000 | -16.1% | 23,019 | -1.1% | 1.10% | -5.3% |
| Q3 2018 | $1,656,000 | -1.5% | 23,275 | -0.5% | 1.16% | -6.0% |
| Q2 2018 | $1,682,000 | -11.5% | 23,383 | -6.0% | 1.24% | -13.2% |
| Q1 2018 | $1,900,000 | -12.5% | 24,863 | -12.1% | 1.42% | -10.2% |
| Q4 2017 | $2,171,000 | – | 28,273 | – | 1.58% | – |
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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% |