WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 100 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 438,888 | $26,342,000 | 7.03% |
| Efficient Advisors, LLC | 767,858 | $46,087,000 | 6.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 85,656 | $5,141,000 | 4.41% |
| Private Vista, LLC | 237,009 | $14,993,000 | 4.37% |
| Carlson Capital Management | 125,257 | $7,518,000 | 2.54% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,136 | $16,094,000 | 2.23% |
| WESCAP Management Group, Inc. | 66,306 | $3,980,000 | 2.04% |
| Capital Advantage, Inc. | 115,934 | $6,958,000 | 2.02% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 330,736 | $19,851,000 | 1.78% |
| JFS WEALTH ADVISORS, LLC | 100,264 | $6,018,000 | 1.63% |