WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 118 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |