WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 92 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,423,000 | -37.3% | 26,659 | -25.7% | 0.52% | -26.8% |
| Q3 2018 | $2,270,000 | -7.3% | 35,861 | -4.4% | 0.71% | -13.3% |
| Q2 2018 | $2,448,000 | -9.5% | 37,511 | -3.1% | 0.82% | -21.9% |
| Q1 2018 | $2,706,000 | -3.3% | 38,701 | -2.4% | 1.05% | -0.4% |
| Q4 2017 | $2,797,000 | -0.7% | 39,646 | -2.3% | 1.06% | -4.3% |
| Q3 2017 | $2,818,000 | +2.5% | 40,566 | -4.8% | 1.10% | -0.4% |
| Q2 2017 | $2,748,000 | -4.4% | 42,591 | -12.5% | 1.11% | -7.3% |
| Q1 2017 | $2,875,000 | -72.1% | 48,671 | -74.2% | 1.20% | -73.5% |
| Q4 2016 | $10,290,000 | +3.8% | 188,393 | -1.1% | 4.50% | -0.3% |
| Q3 2016 | $9,915,000 | -0.7% | 190,568 | -2.6% | 4.52% | -3.3% |
| Q2 2016 | $9,986,000 | -9.9% | 195,704 | +0.7% | 4.68% | -9.2% |
| Q1 2016 | $11,087,000 | +1.3% | 194,413 | -0.6% | 5.15% | +3.4% |
| Q4 2015 | $10,949,000 | -5.4% | 195,519 | -3.5% | 4.98% | -4.1% |
| Q3 2015 | $11,575,000 | 0.0% | 202,540 | 0.0% | 5.19% | 0.0% |
| Q2 2015 | $11,575,000 | +1.9% | 202,540 | -0.8% | 5.19% | +3.6% |
| Q1 2015 | $11,360,000 | +4.3% | 204,130 | -3.6% | 5.01% | -9.8% |
| Q4 2014 | $10,896,000 | +24.5% | 211,692 | +26.8% | 5.56% | +26.3% |
| Q3 2014 | $8,751,000 | -15.8% | 166,902 | -3.0% | 4.40% | -9.9% |
| Q2 2014 | $10,394,000 | -5.4% | 172,027 | -2.1% | 4.89% | -5.9% |
| Q1 2014 | $10,992,000 | +8.7% | 175,790 | +0.6% | 5.19% | -1.0% |
| Q4 2013 | $10,109,000 | +26.8% | 174,715 | +10.6% | 5.25% | +7.0% |
| Q3 2013 | $7,975,000 | +18.5% | 157,985 | -0.5% | 4.90% | -2.8% |
| Q2 2013 | $6,731,000 | – | 158,835 | – | 5.04% | – |
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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% |