WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 103 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 3.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $4,245,000 | +30.0% | 64,962 | +11.2% | 2.04% | +47.0% |
Q3 2019 | $3,266,000 | -54.8% | 58,421 | -52.8% | 1.39% | -0.2% |
Q2 2019 | $7,221,000 | +102.1% | 123,687 | +102.3% | 1.39% | +3.7% |
Q1 2019 | $3,573,000 | +16.8% | 61,151 | +6.6% | 1.34% | +14.6% |
Q4 2018 | $3,060,000 | -9.3% | 57,341 | +7.6% | 1.17% | +15.4% |
Q3 2018 | $3,375,000 | +0.4% | 53,311 | +3.5% | 1.01% | +3.9% |
Q2 2018 | $3,360,000 | -8.2% | 51,489 | +1.1% | 0.97% | -8.8% |
Q1 2018 | $3,660,000 | +1.6% | 50,921 | -0.3% | 1.07% | +6.4% |
Q4 2017 | $3,604,000 | +9.5% | 51,073 | +7.8% | 1.00% | +16.1% |
Q3 2017 | $3,291,000 | +11.3% | 47,379 | +3.4% | 0.86% | +12.0% |
Q2 2017 | $2,958,000 | +11.4% | 45,834 | +1.9% | 0.77% | +14.4% |
Q1 2017 | $2,656,000 | +17.7% | 44,969 | +8.8% | 0.68% | +23.4% |
Q4 2016 | $2,257,000 | +31.1% | 41,319 | +32.8% | 0.55% | +27.5% |
Q3 2016 | $1,721,000 | +21.2% | 31,102 | +11.8% | 0.43% | +14.7% |
Q2 2016 | $1,420,000 | -8.4% | 27,822 | +2.3% | 0.37% | -2.9% |
Q1 2016 | $1,550,000 | +7.0% | 27,187 | +5.0% | 0.38% | +22.6% |
Q4 2015 | $1,449,000 | +5.6% | 25,881 | +1.5% | 0.31% | +9.0% |
Q3 2015 | $1,372,000 | -4.6% | 25,489 | +1.3% | 0.29% | +12.5% |
Q2 2015 | $1,438,000 | – | 25,162 | – | 0.26% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
St. Louis Trust Co | 3,970 | $218,985 | 0.04% |