WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 116 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,440,000 | +10.9% | 87,087 | +4.3% | 0.04% | +5.4% |
| Q2 2017 | $5,806,000 | +19.4% | 83,504 | +12.4% | 0.04% | +12.1% |
| Q1 2017 | $4,863,000 | +15.1% | 74,283 | +5.5% | 0.03% | +6.5% |
| Q4 2016 | $4,226,000 | -73.8% | 70,406 | -73.2% | 0.03% | -75.8% |
| Q3 2016 | $16,126,000 | +19.1% | 262,766 | +8.8% | 0.13% | +12.3% |
| Q2 2016 | $13,545,000 | +0.6% | 241,407 | +5.6% | 0.11% | -5.0% |
| Q1 2016 | $13,459,000 | +5.2% | 228,514 | +3.8% | 0.12% | -0.8% |
| Q4 2015 | $12,796,000 | +11.9% | 220,235 | +6.2% | 0.12% | +0.8% |
| Q3 2015 | $11,436,000 | -4.2% | 207,282 | +4.8% | 0.12% | +0.8% |
| Q2 2015 | $11,935,000 | +4.9% | 197,791 | +3.0% | 0.12% | +0.8% |
| Q1 2015 | $11,378,000 | +10.2% | 192,007 | +3.2% | 0.12% | +1.7% |
| Q4 2014 | $10,328,000 | -3.8% | 186,028 | +2.5% | 0.12% | -11.5% |
| Q3 2014 | $10,739,000 | -16.5% | 181,463 | -8.6% | 0.13% | -16.6% |
| Q2 2014 | $12,866,000 | -2.2% | 198,608 | -1.9% | 0.16% | -13.7% |
| Q1 2014 | $13,161,000 | +6.3% | 202,382 | +3.0% | 0.18% | +1.1% |
| Q4 2013 | $12,379,000 | +9.6% | 196,462 | +4.5% | 0.18% | -1.6% |
| Q3 2013 | $11,298,000 | +12.9% | 188,022 | -1.8% | 0.18% | +3.4% |
| Q2 2013 | $10,006,000 | – | 191,534 | – | 0.18% | – |
Download | ||||||
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% |