WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 117 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 9.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $25,728,000 | +3.9% | 335 | 0.0% | 0.02% | +10.0% |
| Q3 2017 | $24,773,000 | +6.4% | 335 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $23,292,000 | +6.2% | 335 | 0.0% | 0.02% | +11.1% |
| Q1 2017 | $21,932,000 | +9.1% | 335 | 0.0% | 0.02% | +5.9% |
| Q4 2016 | $20,106,000 | -56.3% | 335 | -55.3% | 0.02% | -48.5% |
| Q3 2016 | $46,027,000 | -45.6% | 750 | -50.0% | 0.03% | -10.8% |
| Q2 2016 | $84,645,000 | -97.7% | 1,500 | -97.6% | 0.04% | -98.7% |
| Q1 2016 | $3,729,901,000 | +3.5% | 63,326 | +2.1% | 2.89% | -12.8% |
| Q4 2015 | $3,604,930,000 | – | 62,047 | – | 3.31% | – |
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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% |