WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 125 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $327,000 | +4.1% | 5,000 | -10.9% | 0.00% | 0.0% |
Q3 2019 | $314,000 | -30.8% | 5,611 | -27.9% | 0.00% | -33.3% |
Q2 2019 | $454,000 | -54.7% | 7,778 | -54.7% | 0.01% | -53.8% |
Q1 2019 | $1,002,000 | -5.6% | 17,162 | -13.8% | 0.01% | -18.8% |
Q4 2018 | $1,062,000 | -21.6% | 19,915 | -6.9% | 0.02% | -5.9% |
Q3 2018 | $1,354,000 | +1.6% | 21,387 | +11.6% | 0.02% | -10.5% |
Q2 2018 | $1,333,000 | -0.5% | 19,161 | 0.0% | 0.02% | +5.6% |
Q1 2018 | $1,340,000 | +34.4% | 19,161 | +35.8% | 0.02% | +38.5% |
Q4 2017 | $997,000 | +13.6% | 14,110 | +11.6% | 0.01% | 0.0% |
Q3 2017 | $878,000 | +183.2% | 12,641 | +162.7% | 0.01% | +160.0% |
Q2 2017 | $310,000 | +51.2% | 4,812 | +38.4% | 0.01% | +25.0% |
Q1 2017 | $205,000 | -63.3% | 3,478 | -65.5% | 0.00% | -60.0% |
Q3 2016 | $558,000 | -0.7% | 10,095 | -8.4% | 0.01% | -9.1% |
Q2 2016 | $562,000 | -16.5% | 11,020 | -6.6% | 0.01% | -26.7% |
Q1 2016 | $673,000 | -9.1% | 11,800 | -14.2% | 0.02% | -11.8% |
Q4 2015 | $740,000 | -0.1% | 13,759 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $741,000 | -10.5% | 13,759 | -5.1% | 0.02% | 0.0% |
Q2 2015 | $828,000 | +107.5% | 14,498 | +102.5% | 0.02% | +70.0% |
Q1 2015 | $399,000 | -79.9% | 7,161 | -78.2% | 0.01% | -76.7% |
Q2 2014 | $1,988,000 | +701.6% | 32,893 | +726.7% | 0.04% | +616.7% |
Q1 2014 | $248,000 | – | 3,979 | – | 0.01% | – |
Download |
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% |