WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 114 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $34,000 | +6.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $32,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $30,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $30,000 | -25.0% | 500 | -31.1% | 0.00% | 0.0% |
| Q2 2016 | $40,000 | +207.7% | 726 | +221.2% | 0.00% | – |
| Q1 2016 | $13,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q4 2015 | $13,000 | -23.5% | 226 | -28.9% | 0.00% | -100.0% |
| Q3 2015 | $17,000 | -88.0% | 318 | -86.5% | 0.00% | -80.0% |
| Q2 2015 | $142,000 | -22.4% | 2,355 | -24.0% | 0.01% | -16.7% |
| Q1 2015 | $183,000 | -42.8% | 3,098 | -46.3% | 0.01% | -40.0% |
| Q4 2014 | $320,000 | -73.1% | 5,770 | -71.3% | 0.01% | -75.0% |
| Q3 2014 | $1,188,000 | -8.6% | 20,075 | 0.0% | 0.04% | -9.1% |
| Q2 2014 | $1,300,000 | +15.5% | 20,075 | +15.8% | 0.04% | +10.0% |
| Q1 2014 | $1,126,000 | +348.6% | 17,330 | +334.1% | 0.04% | +344.4% |
| Q4 2013 | $251,000 | – | 3,992 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |