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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $335,000 | +60.3% | 4,815 | +48.4% | 0.05% | +51.4% |
| Q4 2020 | $209,000 | -5.0% | 3,245 | -21.4% | 0.04% | -16.7% |
| Q3 2020 | $220,000 | +7.8% | 4,129 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $204,000 | -14.3% | 4,129 | +13.4% | 0.04% | -14.9% |
| Q4 2019 | $238,000 | +16.7% | 3,642 | 0.0% | 0.05% | +6.8% |
| Q3 2019 | $204,000 | -3.8% | 3,642 | 0.0% | 0.04% | -13.7% |
| Q2 2019 | $212,000 | -87.8% | 3,642 | -87.3% | 0.05% | -93.5% |
| Q2 2014 | $1,733,000 | -2.0% | 28,690 | +1.5% | 0.78% | -10.0% |
| Q1 2014 | $1,768,000 | +12.5% | 28,278 | +4.2% | 0.87% | -1.6% |
| Q4 2013 | $1,571,000 | – | 27,147 | – | 0.88% | – |
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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% |