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 ↓ |
|---|---|---|---|
| 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% |