WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $234,000 | -10.7% | 3,141 | -13.9% | 0.06% | -15.1% |
| Q3 2021 | $262,000 | -1.9% | 3,649 | +0.4% | 0.07% | +2.8% |
| Q2 2021 | $267,000 | +6.8% | 3,634 | +1.1% | 0.07% | +2.9% |
| Q1 2021 | $250,000 | +7.8% | 3,595 | +0.2% | 0.07% | +1.5% |
| Q4 2020 | $232,000 | +8.9% | 3,589 | -16.4% | 0.07% | -9.3% |
| Q2 2020 | $213,000 | -30.2% | 4,295 | -9.2% | 0.08% | -29.9% |
| Q4 2019 | $305,000 | +15.1% | 4,731 | -0.1% | 0.11% | +11.5% |
| Q3 2019 | $265,000 | -5.0% | 4,738 | -0.8% | 0.10% | 0.0% |
| Q2 2019 | $279,000 | -25.2% | 4,777 | -25.2% | 0.10% | -17.9% |
| Q1 2019 | $373,000 | +8.7% | 6,389 | -0.6% | 0.12% | -8.6% |
| Q4 2018 | $343,000 | -16.9% | 6,429 | -1.4% | 0.13% | -7.9% |
| Q3 2018 | $413,000 | +2.2% | 6,519 | +5.3% | 0.14% | -10.3% |
| Q2 2018 | $404,000 | -14.2% | 6,190 | -8.0% | 0.16% | -13.4% |
| Q1 2018 | $471,000 | +45.8% | 6,731 | +47.2% | 0.18% | +49.2% |
| Q4 2017 | $323,000 | – | 4,573 | – | 0.12% | – |
Download | ||||||
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% |