Aptus Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 118 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$4,140
+6.6%
710.0%0.00%
Q4 2022$3,885
+29.5%
710.0%0.00%
Q3 2022$3,000
-25.0%
710.0%0.00%
Q2 2022$4,000
-20.0%
710.0%0.00%
Q1 2022$5,000
+25.0%
710.0%0.00%
Q4 2019$4,000710.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 195,519$10,949,0004.98%
New England Investment & Retirement Group, Inc. 155,500$8,708,0004.59%
Lombard Odier Transatlantic Ltd 65,000$3,658,0003.13%
Vontobel Swiss Wealth Advisors AG 75,792$4,244,0002.50%
VICUS CAPITAL 175,303$9,817,0002.49%
Cottage Street Advisors LLC 36,125$2,025,0001.78%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 119,894$6,714,0001.60%
White Pine Investment CO 43,979$2,463,0001.52%
Northeast Financial Consultants Inc 45,510$2,549,0001.32%
Braver Wealth Management, LLC 113,273$6,343,0001.30%
View complete list of WISDOMTREE TR shareholders