WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $833 | -40.6% | 14 | -39.1% | 0.00% | – |
| Q1 2023 | $1,402 | -34.6% | 23 | -37.8% | 0.00% | – |
| Q4 2022 | $2,145 | +7.2% | 37 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -80.0% | 37 | -77.7% | 0.00% | -100.0% |
| Q2 2022 | $10,000 | +233.3% | 166 | +348.6% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 37 | -11.9% | 0.00% | – |
| Q2 2021 | $3,000 | -94.3% | 42 | -94.3% | 0.00% | -100.0% |
| Q1 2021 | $53,000 | -94.4% | 739 | -94.7% | 0.01% | -95.2% |
| Q4 2020 | $954,000 | +42.4% | 14,007 | +25.2% | 0.14% | +26.1% |
| Q3 2020 | $670,000 | +4.4% | 11,191 | -3.0% | 0.12% | -2.5% |
| Q2 2020 | $642,000 | +21.4% | 11,535 | +4.9% | 0.12% | +3.5% |
| Q1 2020 | $529,000 | -26.0% | 11,001 | +9.5% | 0.11% | -3.4% |
| Q4 2019 | $715,000 | +10.3% | 10,048 | -1.6% | 0.12% | +3.5% |
| Q3 2019 | $648,000 | +10.0% | 10,207 | +12.7% | 0.11% | +11.8% |
| Q2 2019 | $589,000 | -6.8% | 9,054 | -5.7% | 0.10% | -6.4% |
| Q1 2019 | $632,000 | +21.1% | 9,602 | +10.9% | 0.11% | -0.9% |
| Q4 2018 | $522,000 | +361.9% | 8,662 | +446.2% | 0.11% | +478.9% |
| Q3 2018 | $113,000 | +5550.0% | 1,586 | +5186.7% | 0.02% | – |
| Q2 2018 | $2,000 | – | 30 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 828,194 | $49,079,000 | 10.45% |
| 3D ASSET MANAGEMENT, INC | 266,889 | $15,816,000 | 4.78% |
| Detwiler Fenton Investment Management LLC | 65,783 | $3,898,000 | 4.10% |
| JFS WEALTH ADVISORS, LLC | 79,579 | $4,716,000 | 2.21% |
| Carlson Capital Management | 95,706 | $5,672,000 | 2.18% |
| Gupta Wealth Management LLC | 115,860 | $6,866,000 | 2.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 44,617 | $2,644,000 | 2.00% |
| Evanson Asset Management, LLC | 89,611 | $5,310,000 | 1.90% |
| Mosaic Financial Partners, Inc. | 44,321 | $2,626,000 | 1.80% |
| SMITH, MOORE & CO. | 53,766 | $3,186,000 | 1.68% |