WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 115 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $434,000 | -94.0% | 7,231 | +1536.0% | 0.23% | -8.8% |
| Q3 2016 | $7,200,000 | +1664.7% | 442 | -93.9% | 0.25% | +11.2% |
| Q2 2016 | $408,000 | -4.7% | 7,271 | 0.0% | 0.22% | -7.1% |
| Q1 2016 | $428,000 | +71.2% | 7,271 | +68.9% | 0.24% | +92.8% |
| Q4 2015 | $250,000 | -42.5% | 4,305 | -45.4% | 0.12% | -51.7% |
| Q3 2015 | $435,000 | +8.2% | 7,883 | +18.4% | 0.26% | +1.6% |
| Q2 2015 | $402,000 | -2.2% | 6,656 | -4.0% | 0.26% | -2.3% |
| Q1 2015 | $411,000 | -5.1% | 6,931 | -11.2% | 0.26% | -25.4% |
| Q4 2014 | $433,000 | -10.2% | 7,807 | -4.2% | 0.35% | -7.2% |
| Q3 2014 | $482,000 | +2.6% | 8,148 | +12.3% | 0.38% | +1.6% |
| Q2 2014 | $470,000 | -2.9% | 7,254 | -2.6% | 0.37% | -5.4% |
| Q1 2014 | $484,000 | – | 7,449 | – | 0.39% | – |
Download | ||||||
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% |