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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $61,000 | -1.6% | 894 | -12.6% | 0.05% | -3.6% |
Q3 2019 | $62,000 | -6.1% | 1,023 | -3.6% | 0.06% | -5.2% |
Q2 2019 | $66,000 | -4.3% | 1,061 | -3.2% | 0.06% | +45.0% |
Q1 2019 | $69,000 | -10.4% | 1,096 | -16.8% | 0.04% | -23.1% |
Q4 2018 | $77,000 | -4.9% | 1,317 | +14.6% | 0.05% | +30.0% |
Q3 2018 | $81,000 | -24.3% | 1,149 | -22.2% | 0.04% | -25.9% |
Q2 2018 | $107,000 | -6.1% | 1,476 | -1.7% | 0.05% | -11.5% |
Q1 2018 | $114,000 | -5.8% | 1,501 | -6.0% | 0.06% | -6.2% |
Q4 2017 | $121,000 | +14.2% | 1,596 | +9.9% | 0.06% | +6.6% |
Q3 2017 | $106,000 | +19.1% | 1,452 | +9.5% | 0.06% | +10.9% |
Q2 2017 | $89,000 | +21.9% | 1,326 | +13.1% | 0.06% | -19.1% |
Q1 2017 | $73,000 | -30.5% | 1,172 | -33.9% | 0.07% | -38.7% |
Q4 2016 | $105,000 | – | 1,772 | – | 0.11% | – |
Download |
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% |