WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 117 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 9.00 and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |