Mosaic Financial Partners, Inc. - WISDOMTREE TR ownership

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
Mosaic Financial Partners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
13,8110.0%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$2,175,00041,6481.70%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 98,237$7,235,0005.68%
3D/L Capital Management, LLC 302,562$22,284,0005.21%
JD Financial Services Inc. 80,334$5,917,0004.88%
Shakespeare Wealth Management, LLC 157,329$11,587,0004.14%
Tacita Capital Inc 91,305$6,725,0003.83%
Great Point Wealth Advisors, LLC 135,170$9,955,0003.05%
Savant Capital, LLC 1,233,624$90,856,0002.94%
Efficient Advisors, LLC 547,370$40,314,0002.86%
Kathleen S. Wright Associates Inc. 40,381$2,974,0002.19%
Neumann Capital Management, LLC 58,499$4,309,0001.76%
View complete list of WISDOMTREE TR shareholders