WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 137 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,000 | -96.7% | 56 | -94.0% | 0.00% | -100.0% |
| Q4 2019 | $61,000 | +17.3% | 936 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $52,000 | -5.5% | 936 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $55,000 | -1.8% | 936 | -1.5% | 0.01% | -14.3% |
| Q1 2019 | $56,000 | +9.8% | 950 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $51,000 | -64.1% | 950 | -57.7% | 0.01% | -61.1% |
| Q3 2018 | $142,000 | +0.7% | 2,247 | +3.7% | 0.02% | -5.3% |
| Q2 2018 | $141,000 | +11.0% | 2,167 | +19.3% | 0.02% | +5.6% |
| Q1 2018 | $127,000 | +54.9% | 1,817 | +56.4% | 0.02% | +50.0% |
| Q4 2017 | $82,000 | – | 1,162 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 248,799 | $11,256,000 | 1.40% |
| Motley Fool Wealth Management, LLC | 204,635 | $9,258,000 | 0.61% |
| Hedges Asset Management LLC | 9,500 | $430,000 | 0.43% |
| Sovereign Financial Group, Inc. | 22,068 | $998,000 | 0.40% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $294,000 | 0.36% |
| Financial Planning & Information Services, Inc. | 16,226 | $734,000 | 0.18% |
| TFG Advisers LLC | 6,769 | $306,000 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $391,000 | 0.12% |
| Conservest Capital Advisors, Inc. | 18,224 | $824,000 | 0.12% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,670 | $211,000 | 0.05% |