WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 108 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,019,000 | +127.4% | 33,475 | +168.2% | 0.54% | +165.7% |
| Q3 2018 | $888,000 | -40.6% | 12,480 | -39.9% | 0.20% | -43.8% |
| Q2 2018 | $1,494,000 | -2.5% | 20,760 | +3.5% | 0.36% | -8.1% |
| Q1 2018 | $1,533,000 | -0.5% | 20,060 | 0.0% | 0.40% | -0.5% |
| Q4 2017 | $1,541,000 | +68.0% | 20,060 | +61.7% | 0.40% | +40.3% |
| Q3 2017 | $917,000 | +7.4% | 12,405 | +1.0% | 0.28% | -10.7% |
| Q2 2017 | $854,000 | +23.9% | 12,280 | +16.6% | 0.32% | +15.7% |
| Q1 2017 | $689,000 | +20.0% | 10,530 | +10.1% | 0.27% | +14.2% |
| Q4 2016 | $574,000 | -2.2% | 9,565 | 0.0% | 0.24% | -9.1% |
| Q3 2016 | $587,000 | +5.6% | 9,565 | -3.5% | 0.26% | +6.5% |
| Q2 2016 | $556,000 | -19.9% | 9,915 | -15.9% | 0.25% | -19.7% |
| Q1 2016 | $694,000 | -0.3% | 11,790 | -1.6% | 0.31% | +1.6% |
| Q4 2015 | $696,000 | -10.8% | 11,985 | -15.2% | 0.30% | -10.3% |
| Q3 2015 | $780,000 | +20.4% | 14,137 | +31.7% | 0.34% | +12.6% |
| Q2 2015 | $648,000 | +20.0% | 10,737 | +17.8% | 0.30% | +16.2% |
| Q1 2015 | $540,000 | +36.7% | 9,112 | +28.1% | 0.26% | +32.8% |
| Q4 2014 | $395,000 | +53.1% | 7,112 | +63.3% | 0.20% | +50.0% |
| Q3 2014 | $258,000 | -10.1% | 4,355 | -1.7% | 0.13% | -8.5% |
| Q2 2014 | $287,000 | -16.3% | 4,430 | -16.0% | 0.14% | -17.0% |
| Q1 2014 | $343,000 | +22.5% | 5,275 | +18.5% | 0.17% | +17.1% |
| Q4 2013 | $280,000 | +30.8% | 4,450 | +25.0% | 0.15% | +16.8% |
| Q3 2013 | $214,000 | -40.9% | 3,560 | -48.7% | 0.12% | -44.7% |
| Q2 2013 | $362,000 | – | 6,935 | – | 0.23% | – |
Download | ||||||
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% |