WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 195,519 | $10,949,000 | 4.98% |
| New England Investment & Retirement Group, Inc. | 155,500 | $8,708,000 | 4.59% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,658,000 | 3.13% |
| Vontobel Swiss Wealth Advisors AG | 75,792 | $4,244,000 | 2.50% |
| VICUS CAPITAL | 175,303 | $9,817,000 | 2.49% |
| Cottage Street Advisors LLC | 36,125 | $2,025,000 | 1.78% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 119,894 | $6,714,000 | 1.60% |
| White Pine Investment CO | 43,979 | $2,463,000 | 1.52% |
| Northeast Financial Consultants Inc | 45,510 | $2,549,000 | 1.32% |
| Braver Wealth Management, LLC | 113,273 | $6,343,000 | 1.30% |