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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,759,000 | +10.6% | 24,722 | +11.8% | 0.00% | 0.0% |
| Q2 2018 | $1,591,000 | -11.0% | 22,117 | -5.4% | 0.00% | 0.0% |
| Q1 2018 | $1,787,000 | +13.0% | 23,385 | +13.6% | 0.00% | 0.0% |
| Q4 2017 | $1,581,000 | +14.7% | 20,590 | +10.5% | 0.00% | 0.0% |
| Q3 2017 | $1,378,000 | +55.5% | 18,638 | +46.3% | 0.00% | +100.0% |
| Q2 2017 | $886,000 | +23.7% | 12,743 | +16.4% | 0.00% | 0.0% |
| Q1 2017 | $716,000 | +49.8% | 10,943 | +37.3% | 0.00% | 0.0% |
| Q4 2016 | $478,000 | +20.7% | 7,971 | +23.4% | 0.00% | 0.0% |
| Q3 2016 | $396,000 | +17.2% | 6,459 | +7.3% | 0.00% | 0.0% |
| Q2 2016 | $338,000 | -24.6% | 6,021 | -20.4% | 0.00% | – |
| Q1 2016 | $448,000 | 0.0% | 7,568 | -2.1% | 0.00% | – |
| Q4 2015 | $448,000 | +103.6% | 7,727 | +93.5% | 0.00% | – |
| Q3 2015 | $220,000 | -1.8% | 3,993 | +7.5% | 0.00% | – |
| Q2 2015 | $224,000 | +23.1% | 3,715 | +21.4% | 0.00% | – |
| Q1 2015 | $182,000 | -47.6% | 3,061 | -51.1% | 0.00% | -100.0% |
| Q4 2014 | $347,000 | +186.8% | 6,254 | +205.1% | 0.00% | – |
| Q3 2014 | $121,000 | -9.0% | 2,050 | 0.0% | 0.00% | – |
| Q2 2014 | $133,000 | -5.7% | 2,050 | -5.7% | 0.00% | – |
| Q1 2014 | $141,000 | – | 2,175 | – | 0.00% | – |
Download | ||||||
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% |