WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 64 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,306 | -4.9% | 3,970 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $218,985 | -5.4% | 3,970 | 0.0% | 0.04% | -14.9% |
| Q1 2023 | $231,485 | +6.6% | 3,970 | 0.0% | 0.05% | +2.2% |
| Q4 2022 | $217,221 | -0.8% | 3,970 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $219,000 | -18.0% | 3,970 | 0.0% | 0.05% | -17.5% |
| Q1 2022 | $267,000 | -9.8% | 3,970 | 0.0% | 0.06% | -8.1% |
| Q4 2021 | $296,000 | – | 3,970 | – | 0.06% | – |
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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% |