WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 203 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $270,000 | +3.4% | 3,964 | -9.2% | 0.01% | 0.0% |
Q3 2020 | $261,000 | -27.1% | 4,364 | -32.2% | 0.01% | -33.3% |
Q2 2020 | $358,000 | -15.6% | 6,437 | -27.1% | 0.01% | -25.0% |
Q1 2020 | $424,000 | -68.0% | 8,824 | -52.6% | 0.01% | -61.3% |
Q4 2019 | $1,325,000 | +11.3% | 18,634 | -0.6% | 0.03% | +3.3% |
Q3 2019 | $1,191,000 | -13.9% | 18,755 | -11.8% | 0.03% | -16.7% |
Q2 2019 | $1,383,000 | -34.3% | 21,268 | -33.5% | 0.04% | -36.8% |
Q1 2019 | $2,106,000 | -22.3% | 32,003 | -28.8% | 0.06% | -31.3% |
Q4 2018 | $2,710,000 | -18.8% | 44,931 | -4.3% | 0.08% | -11.7% |
Q3 2018 | $3,339,000 | -2.9% | 46,942 | -1.8% | 0.09% | -9.6% |
Q2 2018 | $3,440,000 | -6.1% | 47,817 | -0.2% | 0.10% | -8.0% |
Q1 2018 | $3,662,000 | -0.9% | 47,917 | -0.4% | 0.11% | +2.7% |
Q4 2017 | $3,694,000 | +3.7% | 48,104 | -0.1% | 0.11% | 0.0% |
Q3 2017 | $3,562,000 | +5.6% | 48,169 | -0.7% | 0.11% | +6.8% |
Q2 2017 | $3,374,000 | +5.3% | 48,519 | -0.9% | 0.10% | +5.1% |
Q1 2017 | $3,204,000 | +5.2% | 48,938 | -3.6% | 0.10% | -1.0% |
Q4 2016 | $3,047,000 | -2.0% | 50,754 | +0.2% | 0.10% | -6.6% |
Q3 2016 | $3,109,000 | +7.1% | 50,660 | -2.1% | 0.11% | +3.9% |
Q2 2016 | $2,904,000 | -7.0% | 51,760 | -2.3% | 0.10% | -7.3% |
Q1 2016 | $3,121,000 | +3.0% | 52,974 | +1.5% | 0.11% | -14.7% |
Q4 2015 | $3,031,000 | +5.3% | 52,172 | 0.0% | 0.13% | -0.8% |
Q3 2015 | $2,879,000 | -9.4% | 52,172 | -0.9% | 0.13% | -1.5% |
Q2 2015 | $3,177,000 | +1.8% | 52,647 | 0.0% | 0.13% | +2.3% |
Q1 2015 | $3,121,000 | +6.6% | 52,647 | -0.2% | 0.13% | +4.9% |
Q4 2014 | $2,929,000 | -7.3% | 52,747 | -1.3% | 0.12% | -11.5% |
Q3 2014 | $3,161,000 | -11.5% | 53,422 | -3.1% | 0.14% | -9.2% |
Q2 2014 | $3,571,000 | -0.4% | 55,122 | 0.0% | 0.15% | -3.8% |
Q1 2014 | $3,585,000 | +3.2% | 55,122 | 0.0% | 0.16% | +3.2% |
Q4 2013 | $3,473,000 | +2.8% | 55,122 | -1.9% | 0.15% | -1.3% |
Q3 2013 | $3,377,000 | +14.0% | 56,197 | -0.9% | 0.16% | +13.9% |
Q2 2013 | $2,961,000 | – | 56,690 | – | 0.14% | – |
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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% |