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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,968 | +244.4% | 75,621 | +259.3% | 0.19% | +220.7% |
Q4 2022 | $1,152 | -99.8% | 21,048 | +111.2% | 0.06% | +100.0% |
Q2 2022 | $550,000 | -11.6% | 9,965 | +7.7% | 0.03% | +38.1% |
Q1 2022 | $622,000 | -57.1% | 9,254 | -52.4% | 0.02% | -46.2% |
Q4 2021 | $1,450,000 | -76.8% | 19,452 | -77.7% | 0.04% | -84.5% |
Q3 2021 | $6,253,000 | +543.3% | 87,052 | +557.3% | 0.25% | +412.2% |
Q2 2021 | $972,000 | +178.5% | 13,243 | +101.6% | 0.05% | +88.5% |
Q3 2020 | $349,000 | -43.5% | 6,569 | -56.8% | 0.03% | -23.5% |
Q1 2020 | $618,000 | +110.2% | 15,196 | +202.0% | 0.03% | +78.9% |
Q2 2019 | $294,000 | -0.3% | 5,031 | -8.9% | 0.02% | +5.6% |
Q4 2018 | $295,000 | -68.3% | 5,523 | -62.4% | 0.02% | -83.5% |
Q3 2018 | $931,000 | -2.5% | 14,700 | +0.4% | 0.11% | +17.2% |
Q2 2018 | $955,000 | +172.9% | 14,636 | +128.2% | 0.09% | +342.9% |
Q4 2016 | $350,000 | -62.5% | 6,414 | -62.0% | 0.02% | -75.9% |
Q3 2016 | $934,000 | +153.1% | 16,882 | +133.6% | 0.09% | +171.9% |
Q2 2016 | $369,000 | +81.8% | 7,226 | +91.9% | 0.03% | -37.3% |
Q3 2015 | $203,000 | +26.1% | 3,766 | +33.6% | 0.05% | +64.5% |
Q2 2015 | $161,000 | -66.3% | 2,819 | -69.6% | 0.03% | -42.6% |
Q4 2014 | $478,000 | -14.0% | 9,285 | -12.5% | 0.05% | -21.7% |
Q3 2014 | $556,000 | – | 10,609 | – | 0.07% | – |
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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% |