WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,803 | -1.6% | 244 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $13,011 | -4.2% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,586 | -9.4% | 233 | +0.4% | 0.00% | -71.4% |
| Q4 2019 | $15,000 | +15.4% | 232 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 232 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $14,000 | +16.7% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 232 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $15,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -6.2% | 232 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $16,000 | -5.9% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | – | 232 | – | 0.01% | – |
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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% |