Cottage Street Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 102 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 2.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cottage Street Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$237,000
-6.7%
3,624
-16.9%
0.14%
-11.2%
Q2 2019$254,000
-83.0%
4,359
-82.9%
0.15%
-83.4%
Q1 2019$1,490,000
+1.8%
25,497
-7.1%
0.91%
-6.4%
Q4 2018$1,464,000
-54.1%
27,432
-45.5%
0.98%
-46.0%
Q3 2018$3,187,000
-3.1%
50,330
-0.1%
1.81%
-6.5%
Q2 2018$3,288,000
-20.8%
50,378
-15.2%
1.93%
-23.8%
Q1 2018$4,151,000
-2.9%
59,376
-1.9%
2.54%
-0.1%
Q4 2017$4,273,000
+4.2%
60,546
+2.6%
2.54%
-2.5%
Q3 2017$4,100,000
+13.4%
59,013
+5.3%
2.60%
+6.2%
Q2 2017$3,616,000
+21.2%
56,025
+10.9%
2.45%
+15.2%
Q1 2017$2,984,000
+100.7%
50,525
+85.6%
2.13%
+87.5%
Q4 2016$1,487,000
-20.5%
27,225
-19.5%
1.13%
-21.3%
Q3 2016$1,871,000
+8.7%
33,825
+0.3%
1.44%
+3.4%
Q2 2016$1,721,000
-14.5%
33,725
-4.5%
1.39%
-20.7%
Q1 2016$2,013,000
-0.6%
35,325
-2.2%
1.76%
-1.5%
Q4 2015$2,025,00036,1251.78%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 216,700$12,059,00011.47%
HARVEST CAPITAL MANAGEMENT INC 204,130$11,360,0005.01%
Lombard Odier Transatlantic Ltd 65,000$3,619,0002.82%
Polaris Wealth Advisory Group, LLC 221,704$12,338,0002.24%
Vontobel Swiss Wealth Advisors AG 58,594$3,261,0002.22%
GARNET EQUITY CAPITAL HOLDINGS, INC. 50,000$2,783,0002.18%
Gemmer Asset Management LLC 59,422$3,307,0002.00%
VICUS CAPITAL 173,695$9,666,0001.86%
New England Investment & Retirement Group, Inc. 72,336$4,025,0001.78%
Verity Asset Management, Inc. 29,719$1,654,0001.61%
View complete list of WISDOMTREE TR shareholders