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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $6,417,000 | +1.3% | 115,572 | +8.0% | 0.11% | -3.4% |
| Q3 2014 | $6,337,000 | -1.7% | 107,044 | +7.6% | 0.12% | +1.7% |
| Q2 2014 | $6,445,000 | +107.8% | 99,498 | +108.6% | 0.12% | +94.9% |
| Q1 2014 | $3,102,000 | +49.2% | 47,698 | +44.5% | 0.06% | +73.5% |
| Q4 2013 | $2,079,000 | – | 33,016 | – | 0.03% | – |
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% |