WHITTIER TRUST CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$15,111
-6.0%
2880.0%0.00%
Q2 2023$16,081
-4.2%
2880.0%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%
2,3010.0%0.00%0.0%
Q1 2022$155,000
-9.4%
2,3010.0%0.00%0.0%
Q4 2021$171,000
+3.6%
2,3010.0%0.00%0.0%
Q3 2021$165,000
-2.4%
2,3010.0%0.00%0.0%
Q2 2021$169,000
+5.6%
2,3010.0%0.00%0.0%
Q1 2021$160,000
+7.4%
2,3010.0%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$244,0004,3910.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 216,700$12,059,00011.47%
HARVEST CAPITAL MANAGEMENT INC 204,130$11,360,0005.01%
Lombard Odier Transatlantic Ltd 65,000$3,619,0002.82%
Polaris Wealth Advisory Group, LLC 221,704$12,338,0002.24%
Vontobel Swiss Wealth Advisors AG 58,594$3,261,0002.22%
GARNET EQUITY CAPITAL HOLDINGS, INC. 50,000$2,783,0002.18%
Gemmer Asset Management LLC 59,422$3,307,0002.00%
VICUS CAPITAL 173,695$9,666,0001.86%
New England Investment & Retirement Group, Inc. 72,336$4,025,0001.78%
Verity Asset Management, Inc. 29,719$1,654,0001.61%
View complete list of WISDOMTREE TR shareholders