WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 103 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |