WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 132 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
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% |