WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 94 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $121,000 | +63.5% | 1,870 | +49.6% | 0.05% | +92.3% |
| Q1 2017 | $74,000 | -20.4% | 1,250 | -26.9% | 0.03% | -16.1% |
| Q4 2016 | $93,000 | -5.1% | 1,710 | -3.4% | 0.03% | 0.0% |
| Q3 2016 | $98,000 | 0.0% | 1,770 | -8.3% | 0.03% | 0.0% |
| Q2 2016 | $98,000 | -92.1% | 1,930 | -90.7% | 0.03% | -91.1% |
| Q2 2014 | $1,248,000 | -7.8% | 20,660 | -4.6% | 0.35% | -18.6% |
| Q1 2014 | $1,354,000 | – | 21,660 | – | 0.43% | – |
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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% |