WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 132 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $33,000 | +10.0% | 558 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $30,000 | -14.3% | 558 | +0.2% | 0.02% | 0.0% |
| Q3 2018 | $35,000 | -2.8% | 557 | +0.2% | 0.02% | -20.0% |
| Q2 2018 | $36,000 | -5.3% | 556 | +0.9% | 0.02% | -13.0% |
| Q1 2018 | $38,000 | -5.0% | 551 | -3.7% | 0.02% | -20.7% |
| Q4 2017 | $40,000 | – | 572 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 195,519 | $10,949,000 | 4.98% |
| New England Investment & Retirement Group, Inc. | 155,500 | $8,708,000 | 4.59% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,658,000 | 3.13% |
| Vontobel Swiss Wealth Advisors AG | 75,792 | $4,244,000 | 2.50% |
| VICUS CAPITAL | 175,303 | $9,817,000 | 2.49% |
| Cottage Street Advisors LLC | 36,125 | $2,025,000 | 1.78% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 119,894 | $6,714,000 | 1.60% |
| White Pine Investment CO | 43,979 | $2,463,000 | 1.52% |
| Northeast Financial Consultants Inc | 45,510 | $2,549,000 | 1.32% |
| Braver Wealth Management, LLC | 113,273 | $6,343,000 | 1.30% |