WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 85 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $899,000 | -1.5% | 14,979 | +0.7% | 0.03% | -6.5% |
| Q3 2016 | $913,000 | +5.5% | 14,882 | -3.5% | 0.03% | 0.0% |
| Q2 2016 | $865,000 | -10.1% | 15,421 | -5.5% | 0.03% | -22.5% |
| Q1 2016 | $962,000 | +131.8% | 16,326 | +128.8% | 0.04% | +110.5% |
| Q4 2015 | $415,000 | -5.0% | 7,136 | -9.9% | 0.02% | -44.1% |
| Q3 2015 | $437,000 | -42.2% | 7,920 | -36.8% | 0.03% | -37.0% |
| Q2 2015 | $756,000 | +194.2% | 12,527 | +189.0% | 0.05% | +200.0% |
| Q1 2015 | $257,000 | +5.3% | 4,335 | -1.3% | 0.02% | -30.8% |
| Q4 2014 | $244,000 | -24.0% | 4,393 | -19.1% | 0.03% | -33.3% |
| Q3 2014 | $321,000 | -30.5% | 5,430 | -23.8% | 0.04% | -37.1% |
| Q2 2014 | $462,000 | -18.1% | 7,129 | -17.8% | 0.06% | +51.2% |
| Q1 2014 | $564,000 | +126.5% | 8,676 | +119.2% | 0.04% | +7.9% |
| Q4 2013 | $249,000 | +9.2% | 3,958 | +4.4% | 0.04% | -5.0% |
| Q3 2013 | $228,000 | +12.3% | 3,793 | -2.3% | 0.04% | -2.4% |
| Q2 2013 | $203,000 | – | 3,884 | – | 0.04% | – |
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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% |