Vontobel Swiss Wealth Advisors AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Vontobel Swiss Wealth Advisors AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$310,000
+15.2%
4,299
+11.3%
0.16%
+6.0%
Q1 2021$269,000
+6.3%
3,861
-1.6%
0.15%
+4.2%
Q4 2020$253,000
-3.1%
3,925
-25.4%
0.14%
-15.8%
Q2 2020$261,000
-4.7%
5,262
-21.9%
0.17%
-18.2%
Q1 2020$274,000
-16.0%
6,734
+35.2%
0.21%
-1.9%
Q4 2019$326,000
+23.0%
4,982
+5.2%
0.21%
+24.6%
Q3 2019$265,000
-3.6%
4,736
+0.5%
0.17%
+16.3%
Q2 2019$275,000
-2.1%
4,714
-2.1%
0.15%
-51.8%
Q1 2019$281,000
-94.2%
4,815
-94.8%
0.30%
-91.5%
Q4 2018$4,809,000
-31.4%
93,447
-19.2%
3.57%
-13.0%
Q3 2018$7,015,000
-12.2%
115,660
-5.5%
4.11%
-9.4%
Q2 2018$7,988,000
-3.4%
122,404
+3.5%
4.53%
+3.9%
Q1 2018$8,269,000
+2.4%
118,274
-2.6%
4.36%
-8.2%
Q4 2017$8,077,000
-2.0%
121,437
-3.2%
4.75%
-5.4%
Q3 2017$8,239,000
+1.1%
125,491
-0.7%
5.02%
-3.1%
Q2 2017$8,153,000
-1.1%
126,349
-9.4%
5.18%
+16.2%
Q1 2017$8,240,000
+90.7%
139,523
+76.3%
4.46%
+68.1%
Q4 2016$4,322,000
-5.1%
79,129
-3.9%
2.66%
+8.7%
Q3 2016$4,556,000
+24.2%
82,361
+3.2%
2.44%
+12.3%
Q2 2016$3,667,000
-16.4%
79,826
+3.8%
2.18%
-6.8%
Q1 2016$4,388,000
+3.4%
76,937
+1.5%
2.33%
-6.6%
Q4 2015$4,244,000
+37.3%
75,792
+29.1%
2.50%
+17.7%
Q3 2015$3,090,000
-23.1%
58,717
-25.0%
2.12%
-21.1%
Q2 2015$4,017,000
+23.2%
78,309
+33.6%
2.69%
+21.3%
Q1 2015$3,261,000
+460.3%
58,594
+417.8%
2.22%
+421.9%
Q4 2014$582,00011,3150.42%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
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