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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $250,000 | -50.5% | 3,522 | -49.8% | 0.04% | -52.9% |
| Q2 2018 | $505,000 | -39.7% | 7,022 | -35.9% | 0.08% | -41.4% |
| Q1 2018 | $837,000 | -11.1% | 10,956 | -10.7% | 0.14% | -14.2% |
| Q4 2017 | $942,000 | +3.9% | 12,270 | +0.0% | 0.17% | -1.2% |
| Q3 2017 | $907,000 | +5.2% | 12,266 | -1.0% | 0.17% | -3.9% |
| Q2 2017 | $862,000 | -25.9% | 12,392 | -30.3% | 0.18% | -33.8% |
| Q1 2017 | $1,164,000 | +5.4% | 17,784 | -3.3% | 0.27% | +21.7% |
| Q4 2016 | $1,104,000 | – | 18,395 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 438,888 | $26,342,000 | 7.03% |
| Efficient Advisors, LLC | 767,858 | $46,087,000 | 6.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 85,656 | $5,141,000 | 4.41% |
| Private Vista, LLC | 237,009 | $14,993,000 | 4.37% |
| Carlson Capital Management | 125,257 | $7,518,000 | 2.54% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,136 | $16,094,000 | 2.23% |
| WESCAP Management Group, Inc. | 66,306 | $3,980,000 | 2.04% |
| Capital Advantage, Inc. | 115,934 | $6,958,000 | 2.02% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 330,736 | $19,851,000 | 1.78% |
| JFS WEALTH ADVISORS, LLC | 100,264 | $6,018,000 | 1.63% |