OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$7,000
-75.9%
112
-78.1%
0.00%
-77.8%
Q3 2019$29,000
-69.5%
511
-68.5%
0.01%
-71.0%
Q2 2019$95,000
-39.9%
1,623
-39.9%
0.03%
-40.4%
Q1 2019$158,000
-14.6%
2,701
-21.9%
0.05%
-18.8%
Q4 2018$185,000
-57.7%
3,460
-49.8%
0.06%
-47.1%
Q3 2018$437,000
-3.7%
6,898
-0.7%
0.12%
-7.6%
Q2 2018$454,000
-6.0%
6,950
+0.7%
0.13%
-7.7%
Q1 2018$483,000
-0.8%
6,903
+0.0%
0.14%
-8.4%
Q4 2017$487,000
+1.7%
6,900
+0.1%
0.16%
-3.1%
Q3 2017$479,000
+7.9%
6,893
+0.2%
0.16%
+3.9%
Q2 2017$444,000
+33.3%
6,881
+22.1%
0.15%
+30.5%
Q1 2017$333,000
+10.3%
5,636
+1.8%
0.12%
+3.5%
Q4 2016$302,000
-1.3%
5,535
+0.1%
0.11%
-0.9%
Q3 2016$306,000
+42.3%
5,530
+31.5%
0.12%
+38.6%
Q2 2016$215,000
-10.4%
4,2050.0%0.08%
-11.7%
Q1 2016$240,000
-0.4%
4,205
-2.3%
0.09%
+1.1%
Q4 2015$241,000
+3.9%
4,3050.0%0.09%
-1.1%
Q3 2015$232,000
-3.3%
4,3050.0%0.09%
+23.7%
Q1 2015$240,000
-8.0%
4,305
-15.0%
0.08%
-9.5%
Q4 2014$261,000
-60.9%
5,065
-60.3%
0.08%
-62.0%
Q3 2014$668,000
-30.2%
12,745
-19.5%
0.22%
-28.7%
Q2 2014$957,000
+7.3%
15,833
+10.9%
0.31%
-7.5%
Q1 2014$892,000
+50.2%
14,273
+39.0%
0.34%
+50.2%
Q4 2013$594,000
+77.3%
10,270
+54.9%
0.22%
+62.8%
Q3 2013$335,0006,6300.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders