WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 93 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2016 | $224,000 | +1.4% | 3,796 | 0.0% | 0.09% | +3.5% |
Q4 2015 | $221,000 | +5.7% | 3,796 | 0.0% | 0.08% | +1.2% |
Q3 2015 | $209,000 | -11.8% | 3,796 | -5.0% | 0.08% | +12.0% |
Q1 2015 | $237,000 | -39.2% | 3,996 | -43.2% | 0.08% | -40.0% |
Q4 2014 | $390,000 | -43.0% | 7,031 | -39.2% | 0.12% | -44.9% |
Q3 2014 | $684,000 | -9.0% | 11,566 | -0.3% | 0.23% | -7.0% |
Q2 2014 | $752,000 | +2.9% | 11,606 | +3.3% | 0.24% | -11.3% |
Q1 2014 | $731,000 | +8.1% | 11,236 | +4.7% | 0.28% | +8.3% |
Q4 2013 | $676,000 | +19.0% | 10,736 | +13.6% | 0.25% | +9.0% |
Q3 2013 | $568,000 | – | 9,451 | – | 0.23% | – |
Download |
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% |