WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 103 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 1.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $202,000 | -5.6% | 3,700 | -11.9% | 0.05% | +4.1% |
| Q2 2016 | $214,000 | -10.8% | 4,200 | 0.0% | 0.05% | +4.3% |
| Q1 2016 | $240,000 | +2.1% | 4,200 | 0.0% | 0.05% | +11.9% |
| Q4 2015 | $235,000 | +4.0% | 4,200 | 0.0% | 0.04% | +13.5% |
| Q3 2015 | $226,000 | -5.8% | 4,200 | 0.0% | 0.04% | -11.9% |
| Q2 2015 | $240,000 | -8.4% | 4,200 | -10.6% | 0.04% | -10.6% |
| Q1 2015 | $262,000 | +8.3% | 4,700 | 0.0% | 0.05% | -7.8% |
| Q4 2014 | $242,000 | -1.6% | 4,700 | 0.0% | 0.05% | +8.5% |
| Q3 2014 | $246,000 | +16.6% | 4,700 | +34.3% | 0.05% | +20.5% |
| Q2 2014 | $211,000 | -25.2% | 3,500 | -22.2% | 0.04% | -27.8% |
| Q1 2014 | $282,000 | – | 4,500 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |