WISDOMTREE TR (DYLS)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
15
Reporting holders
$5.6M
Reported value
0.0%
Calls
0.0%
Puts
-7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Efficient Advisors, LLC | $2.0M | 90,706 | 0.41% | 6q | +27.8%+$427.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $929.0K | 42,846 | 0.00% | 6q | -20.5%-$239.0K |
| 55I, LLC | $492.0K | 23,219 | 0.14% | 2q | +166.5%+$307.4K |
| MORGAN STANLEY | $441.0K | 20,345 | 0.00% | 7q | +43.8%+$134.4K |
| CX Institutional | $435.0K | 20,086 | 0.07% | 6q | -15.9%-$82.4K |
| GOLDMAN SACHS GROUP INC | $334.0K | 15,420 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $334.0K | 15,391 | 0.00% | 6q | +4.4%+$14.1K |
| Change Path, LLC | $310.0K | 14,306 | 0.06% | 4q | +12.4%+$34.3K |
| ROYAL BANK OF CANADA | $137.0K | 6,300 | 0.00% | 6q | -4.5%-$6.5K |
| BANK OF AMERICA CORP /DE/ | $125.0K | 5,776 | 0.00% | 6q | +12.7%+$14.0K |
| UBS Group AG | $54.0K | 2,513 | 0.00% | 6q | +36.6%+$14.5K |
| Advisor Group Holdings, Inc. | $31.0K | 1,457 | 0.00% | new | FIRST |
| Ancora Advisors, LLC | $17.0K | 800 | 0.00% | 6q | -92.0%-$195.5K |
| Archer Investment Corp | $4.0K | 200 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.0K | 55 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2020 | 15 | $5.6M | 259,420 | 2 | 7 | 4 | 0.0% |
| Q4 2019 | 22 | $12.7M | 451,549 | 3 | 6 | 11 | 0.0% |
| Q3 2019 | 28 | $14.0M | 507,063 | 4 | 8 | 12 | 0.0% |
| Q2 2019 | 31 | $30.5M | 1,101,290 | 6 | 13 | 10 | 0.0% |
| Q1 2019 | 26 | $26.5M | 903,372 | 2 | 12 | 10 | 0.0% |
| Q4 2018 | 29 | $26.8M | 926,036 | 0 | 1 | 1 | 0.0% |