WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 100 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |