WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 102 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $7,256,000 | -0.8% | 127,237 | -2.6% | 0.26% | +2.8% |
| Q4 2015 | $7,314,000 | +4.0% | 130,614 | +0.0% | 0.25% | +9.0% |
| Q3 2015 | $7,032,000 | -6.6% | 130,604 | -0.9% | 0.23% | +19.5% |
| Q2 2015 | $7,530,000 | +6.3% | 131,760 | +3.5% | 0.20% | +5.4% |
| Q1 2015 | $7,083,000 | +9.8% | 127,272 | +1.5% | 0.18% | +12.1% |
| Q4 2014 | $6,451,000 | -7.8% | 125,337 | -6.0% | 0.16% | -1.8% |
| Q3 2014 | $6,993,000 | -13.5% | 133,375 | -0.3% | 0.17% | -17.6% |
| Q2 2014 | $8,087,000 | -3.5% | 133,838 | -0.1% | 0.20% | -20.6% |
| Q1 2014 | $8,377,000 | -1.1% | 133,971 | -8.5% | 0.26% | -4.5% |
| Q4 2013 | $8,473,000 | +164.9% | 146,437 | +131.2% | 0.27% | +136.0% |
| Q3 2013 | $3,198,000 | – | 63,350 | – | 0.11% | – |
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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% |