WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 133 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $16,000 | -94.3% | 206 | -94.6% | 0.02% | -93.8% |
| Q3 2017 | $283,000 | -29.6% | 3,829 | -33.8% | 0.30% | -29.3% |
| Q2 2017 | $402,000 | -39.5% | 5,788 | -42.9% | 0.43% | -33.6% |
| Q1 2017 | $664,000 | -61.2% | 10,135 | -64.5% | 0.65% | -44.4% |
| Q4 2016 | $1,713,000 | -34.2% | 28,535 | -32.7% | 1.16% | -26.5% |
| Q3 2016 | $2,604,000 | +677.3% | 42,424 | +609.9% | 1.59% | +648.1% |
| Q2 2016 | $335,000 | – | 5,976 | – | 0.21% | – |
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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% |