WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |