WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 92 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $490,000 | +4.0% | 8,750 | 0.0% | 0.64% | -20.6% |
| Q3 2015 | $471,000 | -5.8% | 8,750 | 0.0% | 0.80% | +44.4% |
| Q2 2015 | $500,000 | +2.7% | 8,750 | 0.0% | 0.55% | +11.9% |
| Q1 2015 | $487,000 | +8.2% | 8,750 | 0.0% | 0.50% | +11.5% |
| Q4 2014 | $450,000 | -2.0% | 8,750 | 0.0% | 0.44% | +23.3% |
| Q3 2014 | $459,000 | +80.7% | 8,750 | +108.3% | 0.36% | +96.7% |
| Q2 2014 | $254,000 | -3.4% | 4,200 | 0.0% | 0.18% | -17.2% |
| Q1 2014 | $263,000 | +8.2% | 4,200 | 0.0% | 0.22% | +12.8% |
| Q4 2013 | $243,000 | – | 4,200 | – | 0.20% | – |
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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% |