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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,107,000 | -10.6% | 21,684 | -0.2% | 0.60% | -17.2% |
| Q1 2016 | $1,238,000 | +1.8% | 21,721 | -0.0% | 0.72% | +0.6% |
| Q4 2015 | $1,216,000 | -62.0% | 21,722 | -63.4% | 0.72% | -64.5% |
| Q3 2015 | $3,199,000 | -5.8% | 59,422 | 0.0% | 2.02% | -2.0% |
| Q2 2015 | $3,396,000 | +2.7% | 59,422 | 0.0% | 2.06% | +3.2% |
| Q1 2015 | $3,307,000 | +8.1% | 59,422 | 0.0% | 2.00% | -3.4% |
| Q4 2014 | $3,058,000 | -1.8% | 59,422 | +0.0% | 2.07% | -6.4% |
| Q3 2014 | $3,115,000 | -13.2% | 59,421 | 0.0% | 2.21% | -8.7% |
| Q2 2014 | $3,590,000 | – | 59,421 | – | 2.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |