UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$311,000
-35.5%
4,758
-44.8%
0.00%
-33.3%
Q3 2019$482,000
-7.3%
8,618
-3.4%
0.00%0.0%
Q2 2019$520,000
-9.2%
8,918
-9.4%
0.00%
-25.0%
Q1 2019$573,000
-0.5%
9,838
-8.9%
0.00%
-20.0%
Q4 2018$576,000
-52.2%
10,795
-43.3%
0.01%
-37.5%
Q3 2018$1,205,000
-9.8%
19,035
-7.0%
0.01%
-20.0%
Q2 2018$1,336,000
-13.8%
20,467
-7.7%
0.01%
-16.7%
Q1 2018$1,549,000
-8.4%
22,164
-7.5%
0.01%
-7.7%
Q4 2017$1,691,000
-16.8%
23,970
-18.0%
0.01%
-23.5%
Q3 2017$2,032,000
+1.2%
29,248
-6.0%
0.02%
-5.6%
Q2 2017$2,007,000
-5.9%
31,102
-13.8%
0.02%
-10.0%
Q1 2017$2,132,000
+8.7%
36,091
+0.5%
0.02%
+5.3%
Q4 2016$1,961,000
-16.9%
35,911
-15.8%
0.02%
-17.4%
Q3 2016$2,359,000
+20.3%
42,636
+10.9%
0.02%
+15.0%
Q2 2016$1,961,0000.0%38,458
+11.8%
0.02%
-9.1%
Q1 2016$1,961,000
+28.9%
34,387
+26.6%
0.02%
+22.2%
Q4 2015$1,521,000
+27.9%
27,167
+23.1%
0.02%
+28.6%
Q3 2015$1,189,000
+34.0%
22,076
+42.2%
0.01%
+40.0%
Q2 2015$887,000
+10.5%
15,525
+14.0%
0.01%0.0%
Q1 2015$803,000
+9.4%
13,614
-4.6%
0.01%
+66.7%
Q4 2014$734,00014,2680.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 979,164$59,161,00017.99%
HARVEST CAPITAL MANAGEMENT INC 172,027$10,394,0004.89%
CUMBERLAND ADVISORS INC 102,750$6,208,0003.97%
SUMMIT CAPITAL MANAGEMENT LLC 160,105$9,674,0003.47%
Gemmer Asset Management LLC 59,421$3,590,0002.42%
Financial Management Professionals, Inc. 52,741$3,186,0002.11%
VICUS CAPITAL 61,940$3,742,0001.21%
Northeast Financial Consultants Inc 34,100$2,060,0001.17%
RiverFront Investment Group, LLC 748,272$45,210,0001.12%
Perella Weinberg Partners Capital Management LP 211,942$12,806,0000.96%
View complete list of WISDOMTREE TR shareholders