WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 114 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $873,000 | -9.0% | 12,131 | -3.4% | 0.57% | -1.4% |
Q1 2018 | $959,000 | -9.5% | 12,554 | -9.1% | 0.58% | -4.6% |
Q4 2017 | $1,060,000 | +3.8% | 13,811 | 0.0% | 0.61% | -3.2% |
Q3 2017 | $1,021,000 | +5.4% | 13,811 | -0.9% | 0.63% | +4.0% |
Q2 2017 | $969,000 | +0.9% | 13,932 | -5.0% | 0.60% | -0.2% |
Q1 2017 | $960,000 | +2.2% | 14,665 | -6.3% | 0.61% | +0.8% |
Q4 2016 | $939,000 | -4.1% | 15,647 | -1.9% | 0.60% | +0.7% |
Q3 2016 | $979,000 | -31.5% | 15,946 | -37.4% | 0.60% | -32.3% |
Q2 2016 | $1,430,000 | -41.0% | 25,490 | -38.1% | 0.88% | -43.1% |
Q1 2016 | $2,425,000 | +13.0% | 41,173 | +11.5% | 1.55% | +12.6% |
Q4 2015 | $2,146,000 | -4.2% | 36,932 | -9.0% | 1.38% | -3.6% |
Q3 2015 | $2,239,000 | -15.5% | 40,591 | -7.6% | 1.43% | -21.7% |
Q2 2015 | $2,651,000 | +1.0% | 43,941 | -0.9% | 1.82% | +1.5% |
Q1 2015 | $2,626,000 | +11.2% | 44,321 | +4.2% | 1.80% | +12.0% |
Q4 2014 | $2,362,000 | +2.3% | 42,545 | +9.0% | 1.60% | -1.5% |
Q3 2014 | $2,310,000 | -9.2% | 39,032 | -0.6% | 1.63% | -6.5% |
Q2 2014 | $2,544,000 | -2.4% | 39,277 | -2.0% | 1.74% | -6.5% |
Q1 2014 | $2,606,000 | +1.8% | 40,068 | -1.4% | 1.86% | -0.2% |
Q4 2013 | $2,560,000 | +5.1% | 40,632 | +0.3% | 1.87% | -1.4% |
Q3 2013 | $2,435,000 | +12.0% | 40,530 | -2.7% | 1.89% | +11.3% |
Q2 2013 | $2,175,000 | – | 41,648 | – | 1.70% | – |
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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% |