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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $36,000 | -2.7% | 625 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $37,000 | +12.1% | 625 | 0.0% | 0.01% | -30.0% |
| Q4 2018 | $33,000 | -17.5% | 625 | 0.0% | 0.02% | -4.8% |
| Q3 2018 | $40,000 | -2.4% | 625 | 0.0% | 0.02% | -8.7% |
| Q2 2018 | $41,000 | -6.8% | 625 | 0.0% | 0.02% | -8.0% |
| Q1 2018 | $44,000 | 0.0% | 625 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $44,000 | -12.0% | 625 | -13.8% | 0.02% | -17.2% |
| Q3 2017 | $50,000 | +6.4% | 725 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $47,000 | +9.3% | 725 | 0.0% | 0.03% | +3.6% |
| Q1 2017 | $43,000 | +10.3% | 725 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $39,000 | 0.0% | 725 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $39,000 | -35.0% | 725 | -38.3% | 0.03% | -33.3% |
| Q2 2016 | $60,000 | – | 1,175 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 979,164 | $59,161,000 | 17.99% |
| HARVEST CAPITAL MANAGEMENT INC | 172,027 | $10,394,000 | 4.89% |
| CUMBERLAND ADVISORS INC | 102,750 | $6,208,000 | 3.97% |
| SUMMIT CAPITAL MANAGEMENT LLC | 160,105 | $9,674,000 | 3.47% |
| Gemmer Asset Management LLC | 59,421 | $3,590,000 | 2.42% |
| Financial Management Professionals, Inc. | 52,741 | $3,186,000 | 2.11% |
| VICUS CAPITAL | 61,940 | $3,742,000 | 1.21% |
| Northeast Financial Consultants Inc | 34,100 | $2,060,000 | 1.17% |
| RiverFront Investment Group, LLC | 748,272 | $45,210,000 | 1.12% |
| Perella Weinberg Partners Capital Management LP | 211,942 | $12,806,000 | 0.96% |