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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $2,662,000 | -39.8% | 65,445 | -3.3% | 1.52% | -15.8% |
Q4 2019 | $4,421,000 | +19.1% | 67,650 | +1.9% | 1.81% | +7.5% |
Q3 2019 | $3,713,000 | -3.7% | 66,413 | +0.5% | 1.69% | -7.5% |
Q2 2019 | $3,857,000 | +1.4% | 66,113 | +1.6% | 1.82% | -4.3% |
Q1 2019 | $3,803,000 | +8.8% | 65,088 | -0.6% | 1.90% | +1.8% |
Q4 2018 | $3,494,000 | -15.5% | 65,483 | +0.2% | 1.87% | -5.7% |
Q3 2018 | $4,135,000 | -3.3% | 65,328 | -0.3% | 1.98% | -10.6% |
Q2 2018 | $4,275,000 | -8.0% | 65,513 | -1.4% | 2.22% | -2.3% |
Q1 2018 | $4,645,000 | -0.7% | 66,443 | +0.2% | 2.27% | -1.8% |
Q4 2017 | $4,679,000 | +2.3% | 66,318 | +0.7% | 2.31% | -5.0% |
Q3 2017 | $4,574,000 | +9.0% | 65,838 | +1.3% | 2.43% | +8.8% |
Q2 2017 | $4,195,000 | +9.6% | 65,008 | +0.3% | 2.24% | +8.4% |
Q1 2017 | $3,826,000 | +8.3% | 64,788 | +0.1% | 2.06% | +7.7% |
Q4 2016 | $3,534,000 | +44.7% | 64,708 | +46.6% | 1.91% | +33.7% |
Q3 2016 | $2,442,000 | +7.8% | 44,139 | -0.6% | 1.43% | +5.4% |
Q2 2016 | $2,265,000 | -10.3% | 44,389 | +0.3% | 1.36% | -11.6% |
Q1 2016 | $2,525,000 | +2.5% | 44,269 | +0.7% | 1.54% | +1.3% |
Q4 2015 | $2,463,000 | +6.9% | 43,979 | +2.8% | 1.52% | +2.7% |
Q3 2015 | $2,303,000 | -5.8% | 42,784 | +0.0% | 1.48% | +3.7% |
Q2 2015 | $2,444,000 | +3.2% | 42,768 | +0.5% | 1.42% | +5.2% |
Q1 2015 | $2,368,000 | – | 42,560 | – | 1.35% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spruce Investment Advisors LLC | 979,164 | $59,161,000 | 17.99% |
HARVEST CAPITAL MANAGEMENT INC | 172,027 | $10,394,000 | 4.89% |
CUMBERLAND ADVISORS INC | 102,750 | $6,208,000 | 3.97% |
SUMMIT CAPITAL MANAGEMENT LLC | 160,105 | $9,674,000 | 3.47% |
Gemmer Asset Management LLC | 59,421 | $3,590,000 | 2.42% |
Financial Management Professionals, Inc. | 52,741 | $3,186,000 | 2.11% |
VICUS CAPITAL | 61,940 | $3,742,000 | 1.21% |
Northeast Financial Consultants Inc | 34,100 | $2,060,000 | 1.17% |
RiverFront Investment Group, LLC | 748,272 | $45,210,000 | 1.12% |
Perella Weinberg Partners Capital Management LP | 211,942 | $12,806,000 | 0.96% |