WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 1.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $497,000 | -27.8% | 7,600 | -35.5% | 0.00% | -33.3% |
| Q2 2019 | $688,000 | -9.8% | 11,788 | -9.7% | 0.00% | 0.0% |
| Q1 2019 | $763,000 | -83.5% | 13,050 | -84.9% | 0.00% | -87.5% |
| Q4 2018 | $4,622,000 | +158.6% | 86,624 | +206.8% | 0.02% | +200.0% |
| Q3 2018 | $1,787,000 | -19.7% | 28,236 | -17.2% | 0.01% | -27.3% |
| Q2 2018 | $2,225,000 | -14.1% | 34,102 | -8.0% | 0.01% | -26.7% |
| Q1 2018 | $2,591,000 | +23.1% | 37,056 | +24.2% | 0.02% | +15.4% |
| Q4 2017 | $2,105,000 | +31.7% | 29,829 | +29.7% | 0.01% | +30.0% |
| Q3 2017 | $1,598,000 | +2.2% | 23,004 | -5.1% | 0.01% | -9.1% |
| Q2 2017 | $1,564,000 | +13.0% | 24,234 | +3.4% | 0.01% | 0.0% |
| Q1 2017 | $1,384,000 | +8.7% | 23,442 | +0.6% | 0.01% | 0.0% |
| Q4 2016 | $1,273,000 | -36.2% | 23,309 | -35.4% | 0.01% | -38.9% |
| Q3 2016 | $1,996,000 | +8.2% | 36,079 | -0.2% | 0.02% | 0.0% |
| Q2 2016 | $1,844,000 | -31.8% | 36,142 | -23.7% | 0.02% | -41.9% |
| Q1 2016 | $2,702,000 | +67.7% | 47,370 | +64.7% | 0.03% | +63.2% |
| Q4 2015 | $1,611,000 | – | 28,769 | – | 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% |