WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 190 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $29,000 | -3.3% | 450 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $30,000 | +11.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | -41.3% | 450 | -30.8% | 0.01% | -33.3% |
| Q3 2018 | $46,000 | -2.1% | 650 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $47,000 | -21.7% | 650 | -17.5% | 0.01% | -35.0% |
| Q1 2018 | $60,000 | -61.8% | 788 | -61.4% | 0.02% | -48.7% |
| Q4 2017 | $157,000 | -6.0% | 2,042 | -9.7% | 0.04% | -31.6% |
| Q3 2017 | $167,000 | -21.2% | 2,262 | -25.7% | 0.06% | -21.9% |
| Q2 2017 | $212,000 | +6.5% | 3,046 | 0.0% | 0.07% | -2.7% |
| Q1 2017 | $199,000 | – | 3,046 | – | 0.08% | – |
Download | ||||||
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% |