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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $17,000 | -5.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $18,000 | -76.9% | 300 | -77.3% | 0.00% | -80.0% |
| Q1 2015 | $78,000 | -27.1% | 1,319 | -31.8% | 0.02% | -28.6% |
| Q4 2014 | $107,000 | -6.1% | 1,934 | 0.0% | 0.02% | -16.0% |
| Q3 2014 | $114,000 | -8.8% | 1,934 | 0.0% | 0.02% | -10.7% |
| Q2 2014 | $125,000 | -0.8% | 1,934 | 0.0% | 0.03% | -6.7% |
| Q1 2014 | $126,000 | +68.0% | 1,934 | +62.5% | 0.03% | +66.7% |
| Q4 2013 | $75,000 | +1.4% | 1,190 | -3.6% | 0.02% | -14.3% |
| Q3 2013 | $74,000 | +13.8% | 1,235 | 0.0% | 0.02% | +10.5% |
| Q2 2013 | $65,000 | – | 1,235 | – | 0.02% | – |
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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% |