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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,889,000 | -12.4% | 28,911 | -15.1% | 0.01% | -11.1% |
| Q3 2018 | $2,157,000 | -2.5% | 34,070 | +0.5% | 0.01% | -10.0% |
| Q2 2018 | $2,212,000 | -6.9% | 33,900 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $2,375,000 | +269.4% | 33,967 | +201.4% | 0.01% | +233.3% |
| Q1 2016 | $643,000 | +2.4% | 11,270 | +0.6% | 0.00% | 0.0% |
| Q4 2015 | $628,000 | +4.0% | 11,208 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $604,000 | -63.8% | 11,217 | -64.8% | 0.00% | -50.0% |
| Q3 2014 | $1,670,000 | -88.7% | 31,844 | -86.5% | 0.01% | -89.5% |
| Q1 2014 | $14,804,000 | +73.6% | 236,744 | +60.6% | 0.06% | +62.9% |
| Q4 2013 | $8,528,000 | +119.4% | 147,395 | +91.4% | 0.04% | +118.8% |
| Q3 2013 | $3,887,000 | – | 76,999 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
| Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
| Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
| Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
| Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
| TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
| St. Louis Trust Co | 3,970 | $218,985 | 0.04% |