WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 125 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $294,000 | -18.1% | 6,500 | 0.0% | 0.36% | -12.3% |
| Q2 2022 | $359,000 | -17.8% | 6,500 | 0.0% | 0.41% | -4.0% |
| Q1 2022 | $437,000 | -9.7% | 6,500 | 0.0% | 0.42% | -2.1% |
| Q4 2021 | $484,000 | +3.6% | 6,500 | 0.0% | 0.43% | -8.6% |
| Q3 2021 | $467,000 | -20.4% | 6,500 | -18.8% | 0.48% | -22.1% |
| Q2 2021 | $587,000 | +14.0% | 8,000 | +8.1% | 0.61% | +6.3% |
| Q1 2021 | $515,000 | +7.7% | 7,400 | 0.0% | 0.57% | -1.4% |
| Q4 2020 | $478,000 | +40.6% | 7,400 | +15.6% | 0.58% | +21.5% |
| Q3 2020 | $340,000 | +7.3% | 6,400 | 0.0% | 0.48% | +4.1% |
| Q2 2020 | $317,000 | +21.9% | 6,400 | 0.0% | 0.46% | +3.4% |
| Q1 2020 | $260,000 | -37.8% | 6,400 | 0.0% | 0.44% | -15.1% |
| Q4 2019 | $418,000 | +16.8% | 6,400 | 0.0% | 0.52% | +7.4% |
| Q3 2019 | $358,000 | -4.0% | 6,400 | 0.0% | 0.49% | +11.9% |
| Q2 2019 | $373,000 | -0.3% | 6,400 | 0.0% | 0.44% | +37.5% |
| Q1 2019 | $374,000 | -16.5% | 6,400 | -23.8% | 0.32% | -21.7% |
| Q4 2018 | $448,000 | +31.0% | 8,400 | +55.6% | 0.40% | +47.3% |
| Q3 2018 | $342,000 | -2.8% | 5,400 | 0.0% | 0.28% | -4.5% |
| Q2 2018 | $352,000 | -6.9% | 5,400 | 0.0% | 0.29% | -10.6% |
| Q1 2018 | $378,000 | -0.8% | 5,400 | 0.0% | 0.32% | +2.2% |
| Q4 2017 | $381,000 | +1.6% | 5,400 | 0.0% | 0.32% | +0.3% |
| Q3 2017 | $375,000 | +5.6% | 5,400 | -1.8% | 0.31% | +2.3% |
| Q2 2017 | $355,000 | +9.2% | 5,500 | 0.0% | 0.31% | +7.0% |
| Q1 2017 | $325,000 | +8.3% | 5,500 | 0.0% | 0.29% | +4.0% |
| Q4 2016 | $300,000 | -1.3% | 5,500 | 0.0% | 0.28% | -3.5% |
| Q3 2016 | $304,000 | +8.2% | 5,500 | 0.0% | 0.29% | +4.0% |
| Q2 2016 | $281,000 | – | 5,500 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |