WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 107 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -39.7% | 1,334 | -36.0% | 0.00% | -66.7% |
| Q2 2023 | $116 | -4.1% | 2,083 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $121 | +6.1% | 2,083 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $114 | -99.9% | 2,083 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $94,000 | -20.3% | 2,083 | -2.4% | 0.00% | -33.3% |
| Q2 2022 | $118,000 | -19.7% | 2,134 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | -95.1% | 2,185 | -94.5% | 0.00% | -89.7% |
| Q4 2021 | $2,986,000 | +3.6% | 40,081 | -0.0% | 0.03% | -3.3% |
| Q3 2021 | $2,881,000 | -7.0% | 40,092 | -5.0% | 0.03% | -6.2% |
| Q2 2021 | $3,099,000 | +13.4% | 42,207 | +7.5% | 0.03% | +14.3% |
| Q1 2021 | $2,734,000 | +16.8% | 39,262 | +8.0% | 0.03% | 0.0% |
| Q4 2020 | $2,341,000 | +43.2% | 36,367 | +18.3% | 0.03% | +21.7% |
| Q3 2020 | $1,635,000 | +5.8% | 30,754 | -1.4% | 0.02% | -8.0% |
| Q2 2020 | $1,545,000 | +31.9% | 31,197 | +8.3% | 0.02% | -7.4% |
| Q1 2020 | $1,171,000 | -72.5% | 28,798 | -55.9% | 0.03% | -67.1% |
| Q4 2019 | $4,264,000 | +17.5% | 65,246 | +0.4% | 0.08% | +9.3% |
| Q3 2019 | $3,628,000 | +1.6% | 64,975 | +4.4% | 0.08% | -17.6% |
| Q2 2019 | $3,571,000 | +5.9% | 62,252 | +7.9% | 0.09% | +12.3% |
| Q1 2019 | $3,371,000 | +23.7% | 57,700 | +13.0% | 0.08% | +30.6% |
| Q4 2018 | $2,725,000 | – | 51,080 | – | 0.06% | – |
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% |