WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 94 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $607,000 | -37.0% | 11,122 | -36.2% | 0.02% | -39.4% |
| Q3 2016 | $964,000 | +69.4% | 17,438 | +56.3% | 0.03% | +65.0% |
| Q2 2016 | $569,000 | -23.1% | 11,159 | -14.0% | 0.02% | -35.5% |
| Q1 2016 | $740,000 | +32.6% | 12,973 | +30.2% | 0.03% | +24.0% |
| Q4 2015 | $558,000 | +2225.0% | 9,961 | +2133.4% | 0.02% | +1150.0% |
| Q3 2015 | $24,000 | -94.1% | 446 | -93.7% | 0.00% | -93.1% |
| Q2 2015 | $406,000 | +4411.1% | 7,096 | +4280.2% | 0.03% | +2800.0% |
| Q1 2015 | $9,000 | +12.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | -50.0% | 162 | -48.2% | 0.00% | -50.0% |
| Q3 2014 | $16,000 | -20.0% | 313 | -4.6% | 0.00% | -33.3% |
| Q2 2014 | $20,000 | -47.4% | 328 | -45.9% | 0.00% | 0.0% |
| Q1 2014 | $38,000 | +153.3% | 606 | +134.0% | 0.00% | +50.0% |
| Q4 2013 | $15,000 | +15.4% | 259 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | +85.7% | 259 | +49.7% | 0.00% | +100.0% |
| Q2 2013 | $7,000 | – | 173 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 195,519 | $10,949,000 | 4.98% |
| New England Investment & Retirement Group, Inc. | 155,500 | $8,708,000 | 4.59% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,658,000 | 3.13% |
| Vontobel Swiss Wealth Advisors AG | 75,792 | $4,244,000 | 2.50% |
| VICUS CAPITAL | 175,303 | $9,817,000 | 2.49% |
| Cottage Street Advisors LLC | 36,125 | $2,025,000 | 1.78% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 119,894 | $6,714,000 | 1.60% |
| White Pine Investment CO | 43,979 | $2,463,000 | 1.52% |
| Northeast Financial Consultants Inc | 45,510 | $2,549,000 | 1.32% |
| Braver Wealth Management, LLC | 113,273 | $6,343,000 | 1.30% |