WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,297,000 | -3.8% | 99,471 | -0.9% | 4.13% | -5.3% |
| Q2 2018 | $6,549,000 | -15.2% | 100,347 | -9.2% | 4.36% | +3.0% |
| Q1 2018 | $7,725,000 | -1.1% | 110,500 | -0.2% | 4.23% | +2.9% |
| Q4 2017 | $7,812,000 | +3.3% | 110,719 | +1.7% | 4.11% | -2.0% |
| Q3 2017 | $7,559,000 | +6.8% | 108,816 | -0.8% | 4.20% | +2.7% |
| Q2 2017 | $7,080,000 | +24.3% | 109,710 | +9.9% | 4.09% | +31.1% |
| Q1 2016 | $5,695,000 | -34.6% | 99,865 | -35.8% | 3.12% | -32.1% |
| Q4 2015 | $8,708,000 | -5.4% | 155,500 | -9.0% | 4.59% | +4.5% |
| Q3 2015 | $9,201,000 | -2.3% | 170,895 | +5.3% | 4.40% | -2.2% |
| Q2 2015 | $9,421,000 | +134.1% | 162,267 | +124.3% | 4.50% | +152.8% |
| Q1 2015 | $4,025,000 | – | 72,336 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 195,519 | $10,949,000 | 4.98% |
| New England Investment & Retirement Group, Inc. | 155,500 | $8,708,000 | 4.59% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,658,000 | 3.13% |
| Vontobel Swiss Wealth Advisors AG | 75,792 | $4,244,000 | 2.50% |
| VICUS CAPITAL | 175,303 | $9,817,000 | 2.49% |
| Cottage Street Advisors LLC | 36,125 | $2,025,000 | 1.78% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 119,894 | $6,714,000 | 1.60% |
| White Pine Investment CO | 43,979 | $2,463,000 | 1.52% |
| Northeast Financial Consultants Inc | 45,510 | $2,549,000 | 1.32% |
| Braver Wealth Management, LLC | 113,273 | $6,343,000 | 1.30% |