WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,984 | -0.3% | 134 | 0.0% | 0.00% | – |
| Q1 2024 | $8,006 | +0.2% | 134 | 0.0% | 0.00% | – |
| Q4 2023 | $7,990 | +13.6% | 134 | 0.0% | 0.00% | – |
| Q3 2023 | $7,031 | -6.0% | 134 | 0.0% | 0.00% | – |
| Q2 2023 | $7,483 | +93437.5% | 134 | 0.0% | 0.00% | – |
| Q1 2023 | $8 | +14.3% | 134 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 134 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 134 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -22.2% | 134 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 134 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 134 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +125.0% | 134 | +119.7% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 61 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 61 | -12.9% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 70 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | +25.0% | 70 | +14.8% | 0.00% | – |
| Q1 2017 | $4,000 | +100.0% | 61 | +60.5% | 0.00% | – |
| Q2 2016 | $2,000 | -81.8% | 38 | -80.7% | 0.00% | -100.0% |
| Q1 2016 | $11,000 | +175.0% | 197 | +185.5% | 0.00% | – |
| Q3 2015 | $4,000 | – | 69 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 202,540 | $11,575,000 | 5.19% |
| New England Investment & Retirement Group, Inc. | 162,267 | $9,421,000 | 4.50% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,727,000 | 3.09% |
| Vontobel Swiss Wealth Advisors AG | 78,309 | $4,017,000 | 2.69% |
| Perella Weinberg Partners Capital Management LP | 142,192 | $8,126,000 | 2.62% |
| Gemmer Asset Management LLC | 59,422 | $3,396,000 | 2.06% |
| Verity Asset Management, Inc. | 29,831 | $1,705,000 | 1.54% |
| White Pine Investment CO | 42,768 | $2,444,000 | 1.42% |
| Northeast Financial Consultants Inc | 48,010 | $2,744,000 | 1.23% |
| Braver Wealth Management, LLC | 70,913 | $4,052,655,000 | 0.98% |