WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,432 | -6.0% | 6,450 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $360,179 | -4.2% | 6,450 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $376,090 | +6.6% | 6,450 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $352,916 | +20.9% | 6,450 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $292,000 | -18.0% | 6,450 | 0.0% | 0.01% | -23.1% |
| Q2 2022 | $356,000 | -18.0% | 6,450 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $434,000 | -9.8% | 6,450 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $481,000 | +3.9% | 6,450 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $463,000 | -2.1% | 6,450 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $473,000 | +5.3% | 6,450 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $449,000 | +7.9% | 6,450 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $416,000 | +21.3% | 6,450 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $343,000 | +7.5% | 6,450 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $319,000 | +21.8% | 6,450 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $262,000 | -37.9% | 6,450 | 0.0% | 0.02% | -21.1% |
| Q4 2019 | $422,000 | +16.9% | 6,450 | 0.0% | 0.02% | +11.8% |
| Q3 2019 | $361,000 | -4.0% | 6,450 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $376,000 | -0.3% | 6,450 | 0.0% | 0.02% | -10.0% |
| Q1 2019 | $377,000 | +9.6% | 6,450 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $344,000 | -24.7% | 6,450 | -10.7% | 0.02% | -16.7% |
| Q3 2018 | $457,000 | -3.4% | 7,220 | -0.3% | 0.02% | -7.7% |
| Q2 2018 | $473,000 | -7.3% | 7,245 | -0.7% | 0.03% | -10.3% |
| Q1 2018 | $510,000 | -2.7% | 7,296 | -1.7% | 0.03% | 0.0% |
| Q4 2017 | $524,000 | -1.1% | 7,425 | -2.8% | 0.03% | 0.0% |
| Q3 2017 | $530,000 | -2.4% | 7,636 | -6.6% | 0.03% | -27.5% |
| Q2 2017 | $543,000 | +42.5% | 8,176 | +26.8% | 0.04% | +48.1% |
| Q1 2017 | $381,000 | +8.2% | 6,450 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $352,000 | -1.4% | 6,450 | 0.0% | 0.03% | -6.9% |
| Q3 2016 | $357,000 | +8.5% | 6,450 | 0.0% | 0.03% | +3.6% |
| Q2 2016 | $329,000 | -10.6% | 6,450 | 0.0% | 0.03% | -12.5% |
| Q1 2016 | $368,000 | +1.9% | 6,450 | 0.0% | 0.03% | -8.6% |
| Q4 2015 | $361,000 | +4.0% | 6,450 | 0.0% | 0.04% | -2.8% |
| Q3 2015 | $347,000 | -6.0% | 6,450 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $369,000 | +2.8% | 6,450 | 0.0% | 0.04% | +2.9% |
| Q1 2015 | $359,000 | +8.1% | 6,450 | 0.0% | 0.04% | -7.9% |
| Q4 2014 | $332,000 | – | 6,450 | – | 0.04% | – |
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% |