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 2017 | $24,000 | +4.3% | 350 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $23,000 | +9.5% | 350 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $21,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $21,000 | +5.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $20,000 | -4.8% | 350 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $21,000 | +110.0% | 350 | +103.5% | 0.01% | +200.0% |
| Q4 2014 | $10,000 | +100.0% | 172 | +115.0% | 0.00% | +100.0% |
| Q3 2014 | $5,000 | -50.0% | 80 | -46.7% | 0.00% | -50.0% |
| Q2 2014 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | +100.0% |
| Q4 2013 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $8,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |