NEXT Financial Group, Inc - WISDOMTREE TR ownership

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
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$115,000
+3.6%
1,5470.0%0.01%
-11.1%
Q3 2021$111,000
-7.5%
1,547
-5.5%
0.01%
-10.0%
Q2 2021$120,000
-16.1%
1,637
-20.2%
0.01%
-23.1%
Q1 2021$143,000
-51.9%
2,051
-55.3%
0.01%
-53.6%
Q4 2020$297,000
-5.7%
4,593
-22.5%
0.03%
-17.6%
Q3 2020$315,000
-79.8%
5,930
-81.2%
0.03%
-81.3%
Q2 2020$1,562,000
+21.7%
31,534
-0.1%
0.18%
+10.3%
Q1 2020$1,283,000
-38.9%
31,554
-1.9%
0.16%
-24.0%
Q4 2019$2,101,000
+15.8%
32,150
-0.9%
0.22%
+10.2%
Q3 2019$1,814,000
-4.3%
32,450
-0.1%
0.20%
-3.0%
Q2 2019$1,895,000
+11.9%
32,481
+2.4%
0.20%
-42.3%
Q4 2018$1,693,000
+33760.0%
31,719
+39548.8%
0.35%
+17500.0%
Q3 2018$5,000
-99.7%
80
-99.7%
0.00%
-99.4%
Q1 2018$1,673,000
+11053.3%
23,937
+11191.0%
0.35%
+8725.0%
Q3 2017$15,000
-100.0%
212
-66.7%
0.00%
-60.0%
Q2 2017$41,000,000
+2.5%
6370.0%0.01%
-9.1%
Q1 2017$40,000,000
-82.5%
637
-84.7%
0.01%
-72.5%
Q4 2016$228,000,000
+98601.3%
4,1760.0%0.04%
-4.8%
Q3 2016$231,000
+1550.0%
4,176
+1380.9%
0.04%
+950.0%
Q2 2016$14,000
+100.0%
282
+113.6%
0.00%
+100.0%
Q1 2016$7,000
+133.3%
132
+106.2%
0.00%
+100.0%
Q4 2015$3,0000.0%640.0%0.00%0.0%
Q3 2015$3,0000.0%640.0%0.00%0.0%
Q2 2015$3,0000.0%640.0%0.00%0.0%
Q1 2015$3,0000.0%640.0%0.00%0.0%
Q4 2014$3,000
-96.5%
64
-96.1%
0.00%
-94.1%
Q3 2014$85,0001,6210.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 979,164$59,161,00017.99%
HARVEST CAPITAL MANAGEMENT INC 172,027$10,394,0004.89%
CUMBERLAND ADVISORS INC 102,750$6,208,0003.97%
SUMMIT CAPITAL MANAGEMENT LLC 160,105$9,674,0003.47%
Gemmer Asset Management LLC 59,421$3,590,0002.42%
Financial Management Professionals, Inc. 52,741$3,186,0002.11%
VICUS CAPITAL 61,940$3,742,0001.21%
Northeast Financial Consultants Inc 34,100$2,060,0001.17%
RiverFront Investment Group, LLC 748,272$45,210,0001.12%
Perella Weinberg Partners Capital Management LP 211,942$12,806,0000.96%
View complete list of WISDOMTREE TR shareholders