WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 73 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $772,000 | -80.2% | 12,793 | -80.6% | 2.49% | -39.4% |
| Q1 2015 | $3,898,000 | +68.2% | 65,783 | +57.7% | 4.10% | +56.9% |
| Q4 2014 | $2,317,000 | -10.2% | 41,722 | -4.3% | 2.62% | +6.4% |
| Q3 2014 | $2,579,000 | -7.6% | 43,577 | +1.1% | 2.46% | +9.1% |
| Q2 2014 | $2,791,000 | -2.2% | 43,082 | -1.8% | 2.25% | -8.4% |
| Q1 2014 | $2,853,000 | +7.0% | 43,873 | +3.7% | 2.46% | +2.9% |
| Q4 2013 | $2,667,000 | +4.3% | 42,319 | -0.6% | 2.39% | +5.4% |
| Q3 2013 | $2,558,000 | +15.3% | 42,568 | +0.2% | 2.27% | +0.8% |
| Q2 2013 | $2,218,000 | -5.9% | 42,464 | -0.4% | 2.25% | -6.5% |
| Q1 2013 | $2,356,000 | +5.5% | 42,654 | -0.5% | 2.41% | -5.5% |
| Q4 2012 | $2,233,000 | +8.7% | 42,849 | -1.4% | 2.55% | +23.6% |
| Q3 2012 | $2,054,000 | – | 43,475 | – | 2.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 438,888 | $26,342,000 | 7.03% |
| Efficient Advisors, LLC | 767,858 | $46,087,000 | 6.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 85,656 | $5,141,000 | 4.41% |
| Private Vista, LLC | 237,009 | $14,993,000 | 4.37% |
| Carlson Capital Management | 125,257 | $7,518,000 | 2.54% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,136 | $16,094,000 | 2.23% |
| WESCAP Management Group, Inc. | 66,306 | $3,980,000 | 2.04% |
| Capital Advantage, Inc. | 115,934 | $6,958,000 | 2.02% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 330,736 | $19,851,000 | 1.78% |
| JFS WEALTH ADVISORS, LLC | 100,264 | $6,018,000 | 1.63% |