WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 102 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 2.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,111 | -6.0% | 288 | 0.0% | 0.00% | – |
| Q2 2023 | $16,081 | -4.2% | 288 | 0.0% | 0.00% | – |
| Q1 2023 | $16,790 | -19.2% | 288 | -24.2% | 0.00% | – |
| Q4 2022 | $20,789 | -77.6% | 380 | -81.6% | 0.00% | -100.0% |
| Q3 2022 | $93,000 | -26.8% | 2,064 | -10.3% | 0.00% | -33.3% |
| Q2 2022 | $127,000 | -18.1% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $155,000 | -9.4% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $171,000 | +3.6% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $165,000 | -2.4% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $169,000 | +5.6% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $160,000 | +7.4% | 2,301 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $149,000 | +6.4% | 2,301 | -12.3% | 0.00% | 0.0% |
| Q3 2020 | $140,000 | -23.9% | 2,624 | -29.6% | 0.00% | -40.0% |
| Q2 2020 | $184,000 | -20.3% | 3,725 | -34.3% | 0.01% | -37.5% |
| Q1 2020 | $231,000 | -53.4% | 5,674 | -25.3% | 0.01% | -38.5% |
| Q4 2019 | $496,000 | -51.3% | 7,594 | -58.3% | 0.01% | -55.2% |
| Q3 2019 | $1,019,000 | -5.6% | 18,217 | -1.5% | 0.03% | -9.4% |
| Q2 2019 | $1,079,000 | -13.7% | 18,502 | -13.6% | 0.03% | -15.8% |
| Q1 2019 | $1,250,000 | -43.8% | 21,405 | -48.6% | 0.04% | -50.0% |
| Q4 2018 | $2,223,000 | -46.4% | 41,656 | -36.4% | 0.08% | -41.1% |
| Q3 2018 | $4,145,000 | -9.1% | 65,497 | -6.2% | 0.13% | -14.6% |
| Q2 2018 | $4,558,000 | -22.4% | 69,842 | -16.9% | 0.15% | -23.4% |
| Q1 2018 | $5,871,000 | +3.5% | 83,997 | +4.5% | 0.20% | -0.5% |
| Q4 2017 | $5,670,000 | +14.2% | 80,357 | +12.4% | 0.20% | +9.4% |
| Q3 2017 | $4,967,000 | +28.2% | 71,512 | +19.1% | 0.18% | +20.7% |
| Q2 2017 | $3,874,000 | +84.6% | 60,036 | +68.9% | 0.15% | +76.5% |
| Q1 2017 | $2,099,000 | +64.9% | 35,541 | +52.4% | 0.08% | +57.4% |
| Q4 2016 | $1,273,000 | -18.6% | 23,316 | -17.6% | 0.05% | -20.6% |
| Q3 2016 | $1,564,000 | -8.7% | 28,279 | -15.8% | 0.07% | -9.3% |
| Q2 2016 | $1,713,000 | -12.9% | 33,570 | -2.6% | 0.08% | -13.8% |
| Q1 2016 | $1,966,000 | +57.7% | 34,483 | +54.8% | 0.09% | +52.6% |
| Q4 2015 | $1,247,000 | +115.7% | 22,270 | +107.3% | 0.06% | +103.6% |
| Q3 2015 | $578,000 | +50.1% | 10,743 | +59.7% | 0.03% | +64.7% |
| Q2 2015 | $385,000 | +57.8% | 6,728 | +53.2% | 0.02% | +54.5% |
| Q1 2015 | $244,000 | – | 4,391 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 979,164 | $59,161,000 | 17.99% |
| HARVEST CAPITAL MANAGEMENT INC | 172,027 | $10,394,000 | 4.89% |
| CUMBERLAND ADVISORS INC | 102,750 | $6,208,000 | 3.97% |
| SUMMIT CAPITAL MANAGEMENT LLC | 160,105 | $9,674,000 | 3.47% |
| Gemmer Asset Management LLC | 59,421 | $3,590,000 | 2.42% |
| Financial Management Professionals, Inc. | 52,741 | $3,186,000 | 2.11% |
| VICUS CAPITAL | 61,940 | $3,742,000 | 1.21% |
| Northeast Financial Consultants Inc | 34,100 | $2,060,000 | 1.17% |
| RiverFront Investment Group, LLC | 748,272 | $45,210,000 | 1.12% |
| Perella Weinberg Partners Capital Management LP | 211,942 | $12,806,000 | 0.96% |