WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,025,000 | – | 36,125 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 195,519 | $10,949,000 | 4.98% |
| New England Investment & Retirement Group, Inc. | 155,500 | $8,708,000 | 4.59% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,658,000 | 3.13% |
| Vontobel Swiss Wealth Advisors AG | 75,792 | $4,244,000 | 2.50% |
| VICUS CAPITAL | 175,303 | $9,817,000 | 2.49% |
| Cottage Street Advisors LLC | 36,125 | $2,025,000 | 1.78% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 119,894 | $6,714,000 | 1.60% |
| White Pine Investment CO | 43,979 | $2,463,000 | 1.52% |
| Northeast Financial Consultants Inc | 45,510 | $2,549,000 | 1.32% |
| Braver Wealth Management, LLC | 113,273 | $6,343,000 | 1.30% |