WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 65 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,824 | +0.2% | 64 | 0.0% | 0.00% | – |
| Q4 2023 | $3,816 | +13.6% | 64 | 0.0% | 0.00% | – |
| Q3 2023 | $3,358 | -6.0% | 64 | 0.0% | 0.00% | – |
| Q2 2023 | $3,574 | -4.2% | 64 | 0.0% | 0.00% | – |
| Q1 2023 | $3,732 | +6.6% | 64 | 0.0% | 0.00% | – |
| Q4 2022 | $3,502 | +16.7% | 64 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 64 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -100.0% | 64 | -96.6% | 0.00% | -100.0% |
| Q1 2021 | $129,536,000 | +1295260.0% | 1,860 | +927.6% | 0.00% | – |
| Q3 2019 | $10,000 | +11.1% | 181 | +16.0% | 0.00% | – |
| Q2 2019 | $9,000 | -85.9% | 156 | -84.5% | 0.00% | -100.0% |
| Q3 2018 | $64,000 | -58.2% | 1,004 | -57.0% | 0.00% | -66.7% |
| Q2 2018 | $153,000 | +168.4% | 2,337 | +183.6% | 0.01% | +125.0% |
| Q1 2018 | $57,000 | -1.7% | 824 | +0.1% | 0.00% | 0.0% |
| Q4 2017 | $58,000 | +3.6% | 823 | +0.4% | 0.00% | -33.3% |
| Q3 2017 | $56,000 | +7.7% | 820 | +0.6% | 0.01% | 0.0% |
| Q2 2017 | $52,000 | +10.6% | 815 | +1.6% | 0.01% | -14.3% |
| Q1 2017 | $47,000 | – | 802 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 202,540 | $11,575,000 | 5.19% |
| New England Investment & Retirement Group, Inc. | 162,267 | $9,421,000 | 4.50% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,727,000 | 3.09% |
| Vontobel Swiss Wealth Advisors AG | 78,309 | $4,017,000 | 2.69% |
| Perella Weinberg Partners Capital Management LP | 142,192 | $8,126,000 | 2.62% |
| Gemmer Asset Management LLC | 59,422 | $3,396,000 | 2.06% |
| Verity Asset Management, Inc. | 29,831 | $1,705,000 | 1.54% |
| White Pine Investment CO | 42,768 | $2,444,000 | 1.42% |
| Northeast Financial Consultants Inc | 48,010 | $2,744,000 | 1.23% |
| Braver Wealth Management, LLC | 70,913 | $4,052,655,000 | 0.98% |