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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $72,000 | -25.0% | 1,100 | -15.4% | 0.02% | -45.9% |
| Q3 2017 | $96,000 | +6.7% | 1,300 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $90,000 | +5.9% | 1,300 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $85,000 | +9.0% | 1,300 | 0.0% | 0.04% | -2.6% |
| Q4 2016 | $78,000 | -2.5% | 1,300 | 0.0% | 0.04% | -4.9% |
| Q3 2016 | $80,000 | +9.6% | 1,300 | 0.0% | 0.04% | +5.1% |
| Q2 2016 | $73,000 | -3.9% | 1,300 | 0.0% | 0.04% | -11.4% |
| Q1 2016 | $76,000 | 0.0% | 1,300 | 0.0% | 0.04% | -2.2% |
| Q4 2015 | $76,000 | +5.6% | 1,300 | 0.0% | 0.04% | -2.2% |
| Q3 2015 | $72,000 | -7.7% | 1,300 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $78,000 | +1.3% | 1,300 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $77,000 | +6.9% | 1,300 | 0.0% | 0.05% | -4.1% |
| Q4 2014 | $72,000 | -6.5% | 1,300 | 0.0% | 0.05% | -10.9% |
| Q3 2014 | $77,000 | -8.3% | 1,300 | 0.0% | 0.06% | -3.5% |
| Q2 2014 | $84,000 | -1.2% | 1,300 | 0.0% | 0.06% | -6.6% |
| Q1 2014 | $85,000 | – | 1,300 | – | 0.06% | – |
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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% |