WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 85 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,805,000 | +2.5% | 40,229 | -6.6% | 0.02% | -5.3% |
| Q3 2019 | $2,736,000 | -4.3% | 43,062 | -1.9% | 0.02% | -9.5% |
| Q2 2019 | $2,859,000 | -7.2% | 43,918 | -5.9% | 0.02% | -12.5% |
| Q1 2019 | $3,080,000 | +11.2% | 46,690 | +1.9% | 0.02% | -4.0% |
| Q4 2018 | $2,769,000 | -22.8% | 45,806 | -9.1% | 0.02% | -16.7% |
| Q3 2018 | $3,585,000 | -23.9% | 50,383 | -18.3% | 0.03% | -31.8% |
| Q2 2018 | $4,711,000 | 0.0% | 61,692 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,711,000 | +8.2% | 61,692 | +8.9% | 0.04% | +4.8% |
| Q4 2017 | $4,353,000 | +24.4% | 56,670 | +19.8% | 0.04% | +10.5% |
| Q3 2017 | $3,500,000 | +28.4% | 47,323 | +20.7% | 0.04% | +18.8% |
| Q2 2017 | $2,726,000 | +2.8% | 39,214 | -3.2% | 0.03% | -5.9% |
| Q1 2017 | $2,651,000 | +14.0% | 40,496 | +4.5% | 0.03% | +6.2% |
| Q4 2016 | $2,326,000 | +3.0% | 38,764 | +5.4% | 0.03% | -5.9% |
| Q3 2016 | $2,258,000 | +28.9% | 36,788 | +17.7% | 0.03% | +21.4% |
| Q2 2016 | $1,752,000 | +7.7% | 31,246 | +13.1% | 0.03% | -3.4% |
| Q1 2016 | $1,627,000 | +22.1% | 27,625 | +20.4% | 0.03% | +16.0% |
| Q4 2015 | $1,333,000 | -5.7% | 22,938 | -10.4% | 0.02% | -13.8% |
| Q3 2015 | $1,413,000 | -44.8% | 25,611 | -39.6% | 0.03% | -38.3% |
| Q2 2015 | $2,558,000 | +86.2% | 42,382 | +82.8% | 0.05% | +80.8% |
| Q1 2015 | $1,374,000 | +4.7% | 23,180 | -1.9% | 0.03% | -10.3% |
| Q4 2014 | $1,312,000 | -49.1% | 23,622 | -45.7% | 0.03% | -58.6% |
| Q3 2014 | $2,576,000 | -11.2% | 43,523 | -2.8% | 0.07% | -11.4% |
| Q2 2014 | $2,901,000 | +33.9% | 44,771 | +34.4% | 0.08% | +25.4% |
| Q1 2014 | $2,167,000 | +19.2% | 33,322 | +15.5% | 0.06% | +12.5% |
| Q4 2013 | $1,818,000 | +21.3% | 28,849 | +15.6% | 0.06% | +9.8% |
| Q3 2013 | $1,499,000 | +159.8% | 24,963 | +126.1% | 0.05% | +142.9% |
| Q2 2013 | $577,000 | – | 11,040 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |