Lucia Wealth Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 137 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$437,000
-24.1%
6,908
-21.8%
0.14%
-46.0%
Q2 2018$576,000
-69.6%
8,833
-67.4%
0.25%
-59.1%
Q1 2018$1,897,000
+328.2%
27,129
+332.5%
0.62%
+214.3%
Q4 2017$443,0006,2720.20%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 979,164$59,161,00017.99%
HARVEST CAPITAL MANAGEMENT INC 172,027$10,394,0004.89%
CUMBERLAND ADVISORS INC 102,750$6,208,0003.97%
SUMMIT CAPITAL MANAGEMENT LLC 160,105$9,674,0003.47%
Gemmer Asset Management LLC 59,421$3,590,0002.42%
Financial Management Professionals, Inc. 52,741$3,186,0002.11%
VICUS CAPITAL 61,940$3,742,0001.21%
Northeast Financial Consultants Inc 34,100$2,060,0001.17%
RiverFront Investment Group, LLC 748,272$45,210,0001.12%
Perella Weinberg Partners Capital Management LP 211,942$12,806,0000.96%
View complete list of WISDOMTREE TR shareholders