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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,296 | -6.0% | 6,961 | -0.0% | 0.01% | -11.1% |
| Q2 2023 | $388,770 | -8.3% | 6,962 | -4.2% | 0.01% | -18.2% |
| Q1 2023 | $423,961 | +6.6% | 7,271 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $397,838 | +20.9% | 7,271 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $329,000 | -48.9% | 7,271 | -37.7% | 0.01% | -43.8% |
| Q2 2022 | $644,000 | -21.5% | 11,671 | -4.3% | 0.02% | -11.1% |
| Q1 2022 | $820,000 | -11.3% | 12,200 | -1.6% | 0.02% | -10.0% |
| Q4 2021 | $924,000 | -90.1% | 12,403 | -90.5% | 0.02% | -91.6% |
| Q3 2021 | $9,358,000 | +3.3% | 130,280 | +5.5% | 0.24% | +5.3% |
| Q2 2021 | $9,061,000 | +891.4% | 123,442 | +840.2% | 0.23% | +804.0% |
| Q1 2021 | $914,000 | +3.7% | 13,130 | -3.7% | 0.02% | -3.8% |
| Q4 2020 | $881,000 | +13.7% | 13,641 | -6.4% | 0.03% | +4.0% |
| Q3 2020 | $775,000 | +0.6% | 14,570 | -6.3% | 0.02% | -7.4% |
| Q2 2020 | $770,000 | +13.6% | 15,543 | -6.8% | 0.03% | -12.9% |
| Q1 2020 | $678,000 | -41.5% | 16,672 | -6.0% | 0.03% | -31.1% |
| Q4 2019 | $1,158,000 | +11.2% | 17,727 | -4.8% | 0.04% | 0.0% |
| Q3 2019 | $1,041,000 | -10.2% | 18,626 | -6.2% | 0.04% | -10.0% |
| Q2 2019 | $1,159,000 | -4.1% | 19,861 | -3.9% | 0.05% | -7.4% |
| Q1 2019 | $1,208,000 | +2.5% | 20,666 | -6.4% | 0.05% | -11.5% |
| Q4 2018 | $1,178,000 | -18.7% | 22,084 | -3.5% | 0.06% | -6.2% |
| Q3 2018 | $1,449,000 | +4.2% | 22,883 | +7.5% | 0.06% | +4.8% |
| Q2 2018 | $1,390,000 | +2.1% | 21,294 | +9.3% | 0.06% | +8.8% |
| Q1 2018 | $1,362,000 | +13.9% | 19,483 | +14.9% | 0.06% | +5.6% |
| Q4 2017 | $1,196,000 | -0.7% | 16,954 | -2.2% | 0.05% | -5.3% |
| Q3 2017 | $1,205,000 | +35.7% | 17,343 | +26.0% | 0.06% | +23.9% |
| Q2 2017 | $888,000 | +26.0% | 13,768 | +15.4% | 0.05% | +15.0% |
| Q1 2017 | $705,000 | +10.7% | 11,934 | +2.4% | 0.04% | 0.0% |
| Q4 2016 | $637,000 | +2.6% | 11,659 | +3.8% | 0.04% | -4.8% |
| Q3 2016 | $621,000 | +1.3% | 11,234 | -6.5% | 0.04% | -6.7% |
| Q2 2016 | $613,000 | -15.3% | 12,009 | -5.4% | 0.04% | -27.4% |
| Q1 2016 | $724,000 | +27.9% | 12,693 | +25.6% | 0.06% | +31.9% |
| Q4 2015 | $566,000 | +5.8% | 10,103 | +1.7% | 0.05% | -29.9% |
| Q3 2015 | $535,000 | -3.4% | 9,936 | +2.6% | 0.07% | -5.6% |
| Q2 2015 | $554,000 | +15.4% | 9,686 | +13.0% | 0.07% | +24.6% |
| Q1 2015 | $480,000 | – | 8,568 | – | 0.06% | – |
Download | ||||||
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% |