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 2023 | $237 | +21.5% | 4,074 | +14.0% | 0.00% | 0.0% |
| Q4 2022 | $195 | -99.9% | 3,574 | +8.6% | 0.00% | 0.0% |
| Q3 2022 | $148,000 | -9.2% | 3,291 | +11.3% | 0.00% | 0.0% |
| Q2 2022 | $163,000 | -17.7% | 2,958 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $198,000 | +3.1% | 2,958 | +14.4% | 0.00% | 0.0% |
| Q4 2021 | $192,000 | +24.7% | 2,585 | +20.5% | 0.00% | 0.0% |
| Q3 2021 | $154,000 | – | 2,146 | – | 0.00% | – |
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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% |