WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 94 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,420,000 | +70.1% | 44,302 | +72.2% | 0.06% | +76.5% |
| Q3 2016 | $1,423,000 | +29.5% | 25,726 | +19.5% | 0.03% | +47.8% |
| Q2 2016 | $1,099,000 | +66.8% | 21,528 | +83.0% | 0.02% | +109.1% |
| Q4 2015 | $659,000 | +101.5% | 11,765 | +93.8% | 0.01% | +120.0% |
| Q3 2015 | $327,000 | -67.0% | 6,072 | -65.0% | 0.01% | -72.2% |
| Q2 2015 | $991,000 | -69.8% | 17,345 | -72.8% | 0.02% | -66.7% |
| Q4 2014 | $3,280,000 | +6.1% | 63,733 | +8.0% | 0.05% | -10.0% |
| Q3 2014 | $3,091,000 | +24.2% | 58,991 | +43.3% | 0.06% | +53.8% |
| Q2 2014 | $2,488,000 | +110.8% | 41,175 | +118.2% | 0.04% | +160.0% |
| Q1 2014 | $1,180,000 | +478.4% | 18,871 | +435.8% | 0.02% | +650.0% |
| Q4 2013 | $204,000 | – | 3,522 | – | 0.00% | – |
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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% |