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 | $1,298,000 | +1.4% | 22,038 | 0.0% | 0.36% | +4.3% |
| Q4 2015 | $1,280,000 | +5.3% | 22,038 | 0.0% | 0.35% | -6.2% |
| Q3 2015 | $1,216,000 | -8.6% | 22,038 | 0.0% | 0.37% | -3.9% |
| Q2 2015 | $1,330,000 | -1.5% | 22,038 | -3.3% | 0.38% | +8.2% |
| Q1 2015 | $1,350,000 | +6.7% | 22,788 | 0.0% | 0.36% | +17.5% |
| Q4 2014 | $1,265,000 | -6.2% | 22,788 | 0.0% | 0.30% | -31.5% |
| Q3 2014 | $1,349,000 | -8.0% | 22,788 | +0.6% | 0.44% | -7.7% |
| Q2 2014 | $1,466,000 | -1.1% | 22,658 | -0.6% | 0.48% | -5.5% |
| Q1 2014 | $1,483,000 | +7.0% | 22,788 | +3.7% | 0.51% | -1.6% |
| Q4 2013 | $1,386,000 | +4.0% | 21,983 | -0.9% | 0.51% | -3.9% |
| Q3 2013 | $1,333,000 | +9.0% | 22,183 | -5.3% | 0.54% | +8.3% |
| Q2 2013 | $1,223,000 | – | 23,433 | – | 0.49% | – |
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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% |