WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -55.6% | 100 | -58.3% | 0.00% | – |
| Q1 2020 | $9,000 | -97.7% | 240 | -96.4% | 0.00% | -100.0% |
| Q2 2019 | $392,000 | -99.9% | 6,732 | -9.3% | 0.00% | -99.3% |
| Q4 2018 | $395,984,000 | -11.9% | 7,421 | +4.8% | 0.14% | +0.7% |
| Q3 2018 | $449,289,000 | +9.5% | 7,081 | +12.3% | 0.14% | 0.0% |
| Q2 2018 | $410,147,000 | -0.4% | 6,307 | +5.6% | 0.14% | -36.3% |
| Q1 2018 | $411,964,000 | +0.4% | 5,975 | +5.7% | 0.23% | +1.8% |
| Q4 2017 | $410,375,000 | +14.7% | 5,652 | +9.3% | 0.22% | +2.8% |
| Q3 2017 | $357,897,000 | +27.2% | 5,172 | +18.0% | 0.22% | +17.4% |
| Q2 2017 | $281,368,000 | +8.4% | 4,382 | 0.0% | 0.18% | +48.4% |
| Q1 2017 | $259,546,000 | +52.7% | 4,382 | +43.2% | 0.12% | +6.9% |
| Q4 2016 | $170,019,000 | – | 3,059 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
| Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
| Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
| Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
| Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
| TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
| St. Louis Trust Co | 3,970 | $218,985 | 0.04% |