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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -58.8% | 9,400 | -39.1% | 0.30% | -32.7% |
| Q4 2019 | $1,097,000 | +5.8% | 15,425 | -5.5% | 0.44% | -1.6% |
| Q3 2019 | $1,037,000 | +29.5% | 16,325 | +32.5% | 0.45% | +3.2% |
| Q2 2019 | $801,000 | -6.1% | 12,325 | -4.9% | 0.43% | +0.2% |
| Q1 2019 | $853,000 | -8.3% | 12,960 | -15.9% | 0.43% | -17.5% |
| Q4 2018 | $930,000 | -19.1% | 15,410 | -4.7% | 0.52% | -4.2% |
| Q3 2018 | $1,150,000 | -12.3% | 16,170 | -11.3% | 0.55% | -16.0% |
| Q2 2018 | $1,311,000 | -17.9% | 18,225 | -12.8% | 0.65% | -8.2% |
| Q1 2018 | $1,597,000 | -8.7% | 20,895 | -8.2% | 0.71% | -10.2% |
| Q4 2017 | $1,749,000 | – | 22,770 | – | 0.79% | – |
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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% |