WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 93 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |