WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 122 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,646,000 | +5.4% | 28,320 | 0.0% | 0.07% | +4.4% |
| Q3 2015 | $1,562,000 | -8.6% | 28,320 | 0.0% | 0.07% | +3.0% |
| Q2 2015 | $1,709,000 | +1.8% | 28,320 | 0.0% | 0.07% | +4.8% |
| Q1 2015 | $1,678,000 | -38.7% | 28,320 | -42.6% | 0.06% | -39.4% |
| Q4 2014 | $2,738,000 | -6.2% | 49,320 | +0.0% | 0.10% | -6.3% |
| Q3 2014 | $2,918,000 | -59.8% | 49,300 | -56.0% | 0.11% | -58.9% |
| Q2 2014 | $7,255,000 | -0.4% | 112,000 | 0.0% | 0.27% | -3.9% |
| Q1 2014 | $7,283,000 | +3.2% | 112,000 | 0.0% | 0.28% | +3.3% |
| Q4 2013 | $7,057,000 | +4.9% | 112,000 | 0.0% | 0.27% | +0.4% |
| Q3 2013 | $6,730,000 | +15.0% | 112,000 | 0.0% | 0.27% | +10.2% |
| Q2 2013 | $5,851,000 | – | 112,000 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 534,706 | $39,542,000 | 9.40% |
| Efficient Advisors, LLC | 683,644 | $50,555,000 | 8.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 338,278 | $25,016,000 | 2.79% |
| Carlson Capital Management | 120,666 | $8,923,000 | 2.62% |
| Capital Advantage, Inc. | 122,285 | $9,043,000 | 2.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,641 | $26,595,000 | 2.24% |
| JFS WEALTH ADVISORS, LLC | 110,552 | $8,175,000 | 2.11% |
| WESCAP Management Group, Inc. | 61,551 | $4,552,000 | 2.05% |
| Private Vista, LLC | 95,427 | $7,057,000 | 1.54% |
| GHP Investment Advisors, Inc. | 137,498 | $10,168,000 | 1.54% |