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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,967,000 | -5.0% | 85,000 | -13.3% | 0.16% | -13.1% |
| Q4 2018 | $5,229,000 | -29.1% | 98,000 | -13.3% | 0.18% | -22.5% |
| Q2 2018 | $7,374,000 | -6.7% | 113,000 | 0.0% | 0.24% | -7.5% |
| Q1 2018 | $7,900,000 | -0.9% | 113,000 | 0.0% | 0.26% | -3.4% |
| Q4 2017 | $7,973,000 | +1.6% | 113,000 | 0.0% | 0.26% | -5.4% |
| Q3 2017 | $7,850,000 | +7.7% | 113,000 | 0.0% | 0.28% | +0.7% |
| Q2 2017 | $7,292,000 | +9.3% | 113,000 | 0.0% | 0.28% | +1.8% |
| Q1 2017 | $6,674,000 | +31.4% | 113,000 | +21.5% | 0.27% | +26.5% |
| Q4 2016 | $5,080,000 | -1.3% | 93,000 | 0.0% | 0.22% | 0.0% |
| Q3 2016 | $5,145,000 | +8.4% | 93,000 | 0.0% | 0.22% | +6.4% |
| Q2 2016 | $4,746,000 | -10.7% | 93,000 | -0.2% | 0.20% | -11.4% |
| Q1 2016 | $5,315,000 | +1.8% | 93,192 | -0.1% | 0.23% | +0.9% |
| Q4 2015 | $5,223,000 | +42.1% | 93,260 | +36.6% | 0.23% | +41.2% |
| Q3 2015 | $3,675,000 | -5.8% | 68,260 | -0.0% | 0.16% | +6.0% |
| Q2 2015 | $3,901,000 | +2.8% | 68,262 | +0.1% | 0.15% | +5.6% |
| Q1 2015 | $3,795,000 | -33.7% | 68,191 | -38.7% | 0.14% | -34.4% |
| Q4 2014 | $5,723,000 | +28.2% | 111,191 | +30.6% | 0.22% | +28.2% |
| Q3 2014 | $4,463,000 | -13.1% | 85,119 | +0.1% | 0.17% | -11.0% |
| Q2 2014 | $5,138,000 | -3.3% | 85,044 | +0.1% | 0.19% | -6.8% |
| Q1 2014 | $5,315,000 | +19.3% | 85,000 | +10.4% | 0.20% | +19.2% |
| Q4 2013 | $4,455,000 | +37.9% | 77,000 | +20.3% | 0.17% | +32.3% |
| Q3 2013 | $3,231,000 | +52.5% | 64,000 | +28.0% | 0.13% | +46.1% |
| Q2 2013 | $2,119,000 | – | 50,000 | – | 0.09% | – |
Download | ||||||
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% |