WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 110 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 3.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637,458 | +7.3% | 12,149 | +14.2% | 0.00% | 0.0% |
| Q2 2023 | $593,932 | +19.8% | 10,636 | +25.1% | 0.00% | +100.0% |
| Q1 2023 | $495,914 | +126086.8% | 8,505 | +18.6% | 0.00% | 0.0% |
| Q4 2022 | $393 | -99.9% | 7,173 | +10.2% | 0.00% | 0.0% |
| Q3 2022 | $294,000 | -5.2% | 6,507 | +16.1% | 0.00% | 0.0% |
| Q2 2022 | $310,000 | -13.9% | 5,607 | +4.9% | 0.00% | 0.0% |
| Q1 2022 | $360,000 | +6.5% | 5,347 | +18.0% | 0.00% | 0.0% |
| Q4 2021 | $338,000 | +5.3% | 4,531 | +1.3% | 0.00% | 0.0% |
| Q3 2021 | $321,000 | +3.2% | 4,473 | +5.6% | 0.00% | 0.0% |
| Q2 2021 | $311,000 | +22.4% | 4,234 | +16.1% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +7.2% | 3,646 | -0.7% | 0.00% | 0.0% |
| Q4 2020 | $237,000 | +10.7% | 3,671 | -8.6% | 0.00% | 0.0% |
| Q3 2020 | $214,000 | -4.5% | 4,018 | -11.3% | 0.00% | 0.0% |
| Q2 2020 | $224,000 | -16.1% | 4,530 | -31.1% | 0.00% | 0.0% |
| Q1 2020 | $267,000 | -24.6% | 6,570 | +21.2% | 0.00% | 0.0% |
| Q4 2019 | $354,000 | +22.5% | 5,423 | +4.8% | 0.00% | 0.0% |
| Q3 2019 | $289,000 | -3.0% | 5,173 | +1.4% | 0.00% | 0.0% |
| Q2 2019 | $298,000 | +0.3% | 5,103 | +0.5% | 0.00% | -50.0% |
| Q1 2019 | $297,000 | +7.2% | 5,077 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $277,000 | -7.7% | 5,197 | +10.0% | 0.00% | 0.0% |
| Q3 2018 | $300,000 | +10.7% | 4,725 | +14.0% | 0.00% | 0.0% |
| Q2 2018 | $271,000 | -7.8% | 4,146 | -1.3% | 0.00% | 0.0% |
| Q1 2018 | $294,000 | +18.1% | 4,202 | +19.2% | 0.00% | 0.0% |
| Q4 2017 | $249,000 | +7.8% | 3,524 | +5.9% | 0.00% | 0.0% |
| Q3 2017 | $231,000 | -88.2% | 3,328 | -89.0% | 0.00% | -86.7% |
| Q2 2017 | $1,960,000 | +585.3% | 30,374 | +486.9% | 0.02% | +400.0% |
| Q3 2016 | $286,000 | +11.7% | 5,175 | +3.2% | 0.00% | +50.0% |
| Q2 2016 | $256,000 | -4.8% | 5,015 | +6.1% | 0.00% | -33.3% |
| Q1 2016 | $269,000 | +7.2% | 4,725 | +5.6% | 0.00% | 0.0% |
| Q4 2015 | $251,000 | -14.3% | 4,475 | -17.9% | 0.00% | 0.0% |
| Q3 2015 | $293,000 | -5.8% | 5,450 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $311,000 | – | 5,450 | – | 0.00% | – |
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% |