WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 144 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $405,000 | -16.5% | 6,216 | -8.8% | 0.29% | -4.9% |
| Q4 2019 | $485,000 | +17.4% | 6,816 | +4.6% | 0.31% | +3.7% |
| Q3 2019 | $413,000 | -49.0% | 6,516 | -47.6% | 0.30% | +1.0% |
| Q2 2019 | $810,000 | +98.0% | 12,432 | +100.0% | 0.30% | -6.6% |
| Q1 2019 | $409,000 | -45.5% | 6,216 | -50.0% | 0.32% | -1.9% |
| Q4 2018 | $750,000 | -12.4% | 12,432 | +3.3% | 0.32% | +3.2% |
| Q3 2018 | $856,000 | +12.3% | 12,032 | +13.4% | 0.31% | +2.3% |
| Q2 2018 | $762,000 | -5.2% | 10,612 | 0.0% | 0.30% | -7.3% |
| Q1 2018 | $804,000 | +100.0% | 10,612 | +102.1% | 0.33% | +0.6% |
| Q4 2017 | $402,000 | +3.6% | 5,250 | 0.0% | 0.33% | -2.1% |
| Q3 2017 | $388,000 | +11.2% | 5,250 | +4.0% | 0.33% | -2.1% |
| Q2 2017 | $349,000 | +34.7% | 5,050 | +27.8% | 0.34% | +34.8% |
| Q1 2017 | $259,000 | – | 3,950 | – | 0.25% | – |
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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% |