WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $416 | -2.8% | 6,989 | -2.5% | 0.00% | 0.0% |
Q1 2024 | $428 | -11.0% | 7,168 | -11.2% | 0.00% | 0.0% |
Q4 2023 | $481 | +8.6% | 8,068 | -4.5% | 0.00% | 0.0% |
Q3 2023 | $443 | 0.0% | 8,446 | +6.4% | 0.00% | 0.0% |
Q2 2023 | $443 | -68.2% | 7,940 | -66.8% | 0.00% | -71.4% |
Q1 2023 | $1,394 | +268.8% | 23,911 | +246.3% | 0.01% | +250.0% |
Q4 2022 | $378 | -99.9% | 6,904 | +4.2% | 0.00% | 0.0% |
Q3 2022 | $300,000 | -18.7% | 6,623 | -1.0% | 0.00% | 0.0% |
Q2 2022 | $369,000 | -19.6% | 6,687 | -2.2% | 0.00% | 0.0% |
Q1 2022 | $459,000 | +97.0% | 6,834 | +91.8% | 0.00% | 0.0% |
Q4 2019 | $233,000 | +12.0% | 3,563 | -0.1% | 0.00% | 0.0% |
Q2 2019 | $208,000 | -10.7% | 3,565 | -18.5% | 0.00% | -33.3% |
Q4 2018 | $233,000 | -54.2% | 4,375 | -45.6% | 0.00% | -40.0% |
Q3 2018 | $509,000 | -12.2% | 8,036 | -9.6% | 0.01% | -16.7% |
Q2 2018 | $580,000 | -6.9% | 8,891 | -0.2% | 0.01% | -14.3% |
Q1 2018 | $623,000 | -8.2% | 8,913 | -7.4% | 0.01% | -12.5% |
Q4 2017 | $679,000 | -30.9% | 9,624 | -32.0% | 0.01% | -38.5% |
Q3 2017 | $983,000 | +16.3% | 14,151 | +8.0% | 0.01% | +8.3% |
Q2 2017 | $845,000 | +9.6% | 13,102 | +0.4% | 0.01% | -7.7% |
Q1 2017 | $771,000 | +17.5% | 13,055 | +8.7% | 0.01% | +8.3% |
Q4 2016 | $656,000 | -3.0% | 12,010 | -1.8% | 0.01% | -7.7% |
Q3 2016 | $676,000 | +15.0% | 12,228 | +6.1% | 0.01% | +8.3% |
Q2 2016 | $588,000 | -0.3% | 11,527 | +11.3% | 0.01% | -7.7% |
Q1 2016 | $590,000 | +2.4% | 10,353 | +0.6% | 0.01% | -7.1% |
Q4 2015 | $576,000 | +17.1% | 10,287 | +12.6% | 0.01% | 0.0% |
Q3 2015 | $492,000 | +15.5% | 9,137 | +22.5% | 0.01% | +16.7% |
Q2 2015 | $426,000 | -23.5% | 7,459 | -19.1% | 0.01% | -36.8% |
Q2 2014 | $557,000 | +15.3% | 9,225 | +19.4% | 0.02% | +5.6% |
Q1 2014 | $483,000 | – | 7,723 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HARVEST CAPITAL MANAGEMENT INC | 202,540 | $11,575,000 | 5.19% |
New England Investment & Retirement Group, Inc. | 162,267 | $9,421,000 | 4.50% |
Lombard Odier Transatlantic Ltd | 65,000 | $3,727,000 | 3.09% |
Vontobel Swiss Wealth Advisors AG | 78,309 | $4,017,000 | 2.69% |
Perella Weinberg Partners Capital Management LP | 142,192 | $8,126,000 | 2.62% |
Gemmer Asset Management LLC | 59,422 | $3,396,000 | 2.06% |
Verity Asset Management, Inc. | 29,831 | $1,705,000 | 1.54% |
White Pine Investment CO | 42,768 | $2,444,000 | 1.42% |
Northeast Financial Consultants Inc | 48,010 | $2,744,000 | 1.23% |
Braver Wealth Management, LLC | 70,913 | $4,052,655,000 | 0.98% |