WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
St. Louis Trust Co | 3,970 | $218,985 | 0.04% |