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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $325,000 | -34.7% | 4,963 | -44.1% | 0.01% | -10.0% |
| Q2 2016 | $498,000 | -50.2% | 8,871 | -48.5% | 0.01% | -41.2% |
| Q4 2015 | $1,000,000 | +10.1% | 17,211 | +4.6% | 0.02% | +13.3% |
| Q3 2015 | $908,000 | -45.7% | 16,451 | -41.7% | 0.02% | -55.9% |
| Q1 2015 | $1,672,000 | -61.6% | 28,221 | -64.0% | 0.03% | -52.1% |
| Q4 2014 | $4,353,000 | – | 78,411 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |