WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 184 filers reported holding WISDOMTREE TR in Q1 2020. 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 | 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% |