WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 102 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $130,000 | -40.9% | 2,620 | -22.1% | 0.00% | -33.3% |
| Q4 2019 | $220,000 | +8.9% | 3,364 | -6.9% | 0.00% | 0.0% |
| Q3 2019 | $202,000 | -16.9% | 3,614 | -13.2% | 0.00% | -25.0% |
| Q2 2019 | $243,000 | -2.4% | 4,165 | -2.1% | 0.00% | -20.0% |
| Q1 2019 | $249,000 | -9.5% | 4,254 | -17.4% | 0.01% | -28.6% |
| Q4 2018 | $275,000 | -14.9% | 5,153 | +1.0% | 0.01% | 0.0% |
| Q3 2018 | $323,000 | +17.0% | 5,104 | +29.1% | 0.01% | -36.4% |
| Q1 2018 | $276,000 | -12.1% | 3,953 | -12.8% | 0.01% | +37.5% |
| Q3 2017 | $314,000 | +28.2% | 4,535 | +18.6% | 0.01% | +14.3% |
| Q2 2017 | $245,000 | -16.4% | 3,823 | -22.6% | 0.01% | -12.5% |
| Q1 2017 | $293,000 | -1.3% | 4,938 | -7.5% | 0.01% | -20.0% |
| Q4 2016 | $297,000 | +0.7% | 5,338 | +0.2% | 0.01% | -16.7% |
| Q3 2016 | $295,000 | +21.9% | 5,326 | +7.4% | 0.01% | +20.0% |
| Q2 2016 | $242,000 | +4.8% | 4,959 | +22.3% | 0.01% | -9.1% |
| Q1 2016 | $231,000 | +1.8% | 4,056 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $227,000 | +31.2% | 4,056 | +23.1% | 0.01% | -8.3% |
| Q3 2014 | $173,000 | -79.0% | 3,294 | -75.9% | 0.01% | -83.1% |
| Q2 2014 | $825,000 | -5.4% | 13,656 | -2.1% | 0.07% | -22.8% |
| Q1 2014 | $872,000 | +13.8% | 13,942 | +5.3% | 0.09% | +7.0% |
| Q4 2013 | $766,000 | – | 13,242 | – | 0.09% | – |
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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% |