WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 137 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $201,380 | -0.3% | 3,380 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $201,949 | -19.0% | 3,380 | -19.1% | 0.00% | -33.3% |
Q4 2023 | $249,253 | +10.2% | 4,180 | -3.0% | 0.01% | 0.0% |
Q3 2023 | $226,146 | -6.0% | 4,310 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $240,678 | -10.5% | 4,310 | -6.5% | 0.01% | -14.3% |
Q1 2023 | $268,802 | +13.5% | 4,610 | +6.5% | 0.01% | 0.0% |
Q4 2022 | $236,919 | +15.6% | 4,330 | -4.4% | 0.01% | 0.0% |
Q3 2022 | $205,000 | -14.2% | 4,530 | +4.6% | 0.01% | -12.5% |
Q2 2022 | $239,000 | -17.9% | 4,330 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $291,000 | -9.9% | 4,330 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $323,000 | +35.1% | 4,330 | +30.0% | 0.01% | +12.5% |
Q3 2021 | $239,000 | -4.0% | 3,330 | -1.8% | 0.01% | 0.0% |
Q2 2021 | $249,000 | +12.2% | 3,390 | +6.3% | 0.01% | 0.0% |
Q1 2021 | $222,000 | -3.1% | 3,190 | -9.9% | 0.01% | -11.1% |
Q4 2020 | $229,000 | +21.2% | 3,540 | -0.6% | 0.01% | 0.0% |
Q3 2020 | $189,000 | -32.5% | 3,560 | -37.1% | 0.01% | -40.0% |
Q2 2020 | $280,000 | +16.7% | 5,657 | -4.1% | 0.02% | -6.2% |
Q1 2020 | $240,000 | -50.4% | 5,901 | -20.3% | 0.02% | -36.0% |
Q4 2019 | $484,000 | -19.7% | 7,403 | -28.4% | 0.02% | -32.4% |
Q3 2019 | $603,000 | 0.0% | 10,333 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $603,000 | -7.8% | 10,333 | -7.7% | 0.04% | -19.6% |
Q1 2019 | $654,000 | -2.4% | 11,198 | -10.9% | 0.05% | -20.7% |
Q4 2018 | $670,000 | -26.3% | 12,567 | -12.5% | 0.06% | -12.1% |
Q3 2018 | $909,000 | +0.6% | 14,361 | +4.4% | 0.07% | -4.3% |
Q2 2018 | $904,000 | +6.1% | 13,756 | +12.9% | 0.07% | +1.5% |
Q1 2018 | $852,000 | +16.4% | 12,183 | +17.5% | 0.07% | +6.2% |
Q4 2017 | $732,000 | +14.2% | 10,368 | +12.4% | 0.06% | -12.3% |
Q3 2017 | $641,000 | +23.7% | 9,224 | +14.9% | 0.07% | +7.4% |
Q2 2017 | $518,000 | +18.3% | 8,026 | +8.1% | 0.07% | +6.2% |
Q1 2017 | $438,000 | -15.3% | 7,422 | -20.6% | 0.06% | -34.0% |
Q3 2016 | $517,000 | -7.3% | 9,353 | -14.5% | 0.10% | -23.6% |
Q2 2016 | $558,000 | +125.0% | 10,942 | +151.8% | 0.13% | +86.8% |
Q1 2016 | $248,000 | -4.6% | 4,345 | -6.5% | 0.07% | -19.0% |
Q4 2015 | $260,000 | +7.0% | 4,645 | +2.9% | 0.08% | +15.1% |
Q3 2015 | $243,000 | +8.5% | 4,515 | +15.3% | 0.07% | +10.6% |
Q2 2015 | $224,000 | -0.4% | 3,915 | 0.0% | 0.07% | +6.5% |
Q1 2015 | $225,000 | +14.8% | 3,915 | +3.3% | 0.06% | +1.6% |
Q4 2014 | $196,000 | -42.9% | 3,790 | -42.1% | 0.06% | -51.2% |
Q3 2014 | $343,000 | -12.1% | 6,550 | +1.6% | 0.12% | -24.2% |
Q2 2014 | $390,000 | +47.2% | 6,450 | +52.1% | 0.16% | +20.4% |
Q1 2014 | $265,000 | – | 4,240 | – | 0.14% | – |
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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% |