WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 108 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |