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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |