CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 132 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$37,000
-17.8%
6720.0%0.00%
Q1 2022$45,000
-48.9%
672
-42.9%
0.00%
-100.0%
Q4 2021$88,000
+51.7%
1,176
+45.0%
0.00%
Q3 2021$58,000
-35.6%
811
-34.1%
0.00%
-100.0%
Q2 2021$90,000
+60.7%
1,231
+51.8%
0.00%0.0%
Q1 2021$56,000
+7.7%
8110.0%0.00%0.0%
Q4 2020$52,000
+73.3%
811
+44.8%
0.00%
Q3 2020$30,000
+7.1%
5600.0%0.00%
Q2 2020$28,000
-87.4%
560
-83.4%
0.00%
-100.0%
Q4 2019$223,000
+696.4%
3,381
+566.9%
0.00%
+300.0%
Q3 2019$28,000
-6.7%
5070.0%0.00%0.0%
Q2 2019$30,000
+66.7%
507
+65.1%
0.00%0.0%
Q1 2019$18,000
+12.5%
3070.0%0.00%0.0%
Q4 2018$16,000
-15.8%
3070.0%0.00%0.0%
Q3 2018$19,000
-5.0%
3070.0%0.00%0.0%
Q2 2018$20,000
-4.8%
3070.0%0.00%0.0%
Q1 2018$21,000
-4.5%
3070.0%0.00%0.0%
Q4 2017$22,000
-48.8%
307
-50.0%
0.00%
-50.0%
Q3 2017$43,000
+115.0%
614
+100.0%
0.00%0.0%
Q2 2017$20,000
+17.6%
3070.0%0.00%0.0%
Q4 2016$17,000
-5.6%
3070.0%0.00%0.0%
Q1 2016$18,000
+5.9%
3070.0%0.00%0.0%
Q4 2015$17,0000.0%3070.0%0.00%0.0%
Q3 2015$17,000
-5.6%
3070.0%0.00%
-33.3%
Q2 2015$18,000
-99.9%
3070.0%0.00%0.0%
Q1 2015$17,079,000
+106643.8%
3070.0%0.00%0.0%
Q4 2014$16,000
-11.1%
307
+0.7%
0.00%
-25.0%
Q2 2014$18,0003050.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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