WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. 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 ↓ |
|---|---|---|---|
| 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% |