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 2022 | $7,000 | -22.2% | 159 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -18.2% | 159 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 159 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 159 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 159 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 159 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | +10.0% | 159 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | +25.0% | 159 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 159 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $8,000 | +33.3% | 159 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -93.8% | 159 | -89.3% | 0.00% | -100.0% |
| Q4 2019 | $97,000 | +16.9% | 1,480 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $83,000 | -22.4% | 1,480 | -19.5% | 0.01% | -25.0% |
| Q2 2019 | $107,000 | -15.1% | 1,839 | -14.7% | 0.01% | -11.1% |
| Q1 2019 | $126,000 | +5.9% | 2,157 | -3.4% | 0.01% | -10.0% |
| Q4 2018 | $119,000 | -51.6% | 2,232 | -42.6% | 0.01% | -44.4% |
| Q3 2018 | $246,000 | +2.5% | 3,886 | +5.5% | 0.02% | -5.3% |
| Q2 2018 | $240,000 | +0.4% | 3,685 | +8.0% | 0.02% | -5.0% |
| Q1 2018 | $239,000 | -0.8% | 3,413 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $241,000 | +48.8% | 3,413 | +46.6% | 0.02% | +40.0% |
| Q3 2017 | $162,000 | +8.0% | 2,328 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $150,000 | +16.3% | 2,328 | +6.9% | 0.02% | +15.4% |
| Q1 2017 | $129,000 | +38.7% | 2,177 | +28.1% | 0.01% | +30.0% |
| Q4 2016 | $93,000 | -43.6% | 1,700 | -42.9% | 0.01% | -47.4% |
| Q3 2016 | $165,000 | +8.6% | 2,975 | 0.0% | 0.02% | +11.8% |
| Q2 2016 | $152,000 | -10.6% | 2,975 | 0.0% | 0.02% | -15.0% |
| Q1 2016 | $170,000 | – | 2,975 | – | 0.02% | – |
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% |