Sandy Spring Bank - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sandy Spring Bank ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$3,0000.0%500.0%0.00%
Q4 2018$3,0000.0%500.0%0.00%
Q3 2018$3,0000.0%500.0%0.00%
Q2 2018$3,0000.0%500.0%0.00%
Q1 2018$3,000
-25.0%
500.0%0.00%
Q4 2017$4,000
+33.3%
500.0%0.00%
Q3 2017$3,0000.0%500.0%0.00%
Q2 2017$3,0000.0%500.0%0.00%
Q1 2017$3,0000.0%500.0%0.00%
Q4 2016$3,0000.0%500.0%0.00%
Q3 2016$3,0000.0%500.0%0.00%
Q2 2016$3,0000.0%500.0%0.00%
Q1 2016$3,0000.0%500.0%0.00%
Q4 2015$3,0000.0%500.0%0.00%
Q3 2015$3,0000.0%500.0%0.00%
Q2 2015$3,0000.0%500.0%0.00%
Q1 2015$3,0000.0%500.0%0.00%
Q4 2014$3,0000.0%500.0%0.00%
Q3 2014$3,0000.0%500.0%0.00%
Q2 2014$3,0000.0%500.0%0.00%
Q1 2014$3,000500.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 216,700$12,059,00011.47%
HARVEST CAPITAL MANAGEMENT INC 204,130$11,360,0005.01%
Lombard Odier Transatlantic Ltd 65,000$3,619,0002.82%
Polaris Wealth Advisory Group, LLC 221,704$12,338,0002.24%
Vontobel Swiss Wealth Advisors AG 58,594$3,261,0002.22%
GARNET EQUITY CAPITAL HOLDINGS, INC. 50,000$2,783,0002.18%
Gemmer Asset Management LLC 59,422$3,307,0002.00%
VICUS CAPITAL 173,695$9,666,0001.86%
New England Investment & Retirement Group, Inc. 72,336$4,025,0001.78%
Verity Asset Management, Inc. 29,719$1,654,0001.61%
View complete list of WISDOMTREE TR shareholders