WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 86 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $237,513 | -0.5% | 3,986 | -0.3% | 0.09% | -1.1% |
| Q1 2024 | $238,743 | -14.8% | 3,996 | -15.0% | 0.09% | -21.2% |
| Q4 2023 | $280,172 | +5.5% | 4,699 | -7.2% | 0.12% | -5.6% |
| Q3 2023 | $265,651 | -6.9% | 5,063 | -0.9% | 0.12% | -3.8% |
| Q2 2023 | $285,429 | -0.4% | 5,111 | +4.0% | 0.13% | -6.5% |
| Q1 2023 | $286,515 | -0.3% | 4,914 | -6.5% | 0.14% | -5.4% |
| Q4 2022 | $287,514 | -6.0% | 5,255 | -22.4% | 0.15% | -14.0% |
| Q3 2022 | $306,000 | -22.1% | 6,769 | -5.0% | 0.17% | -18.2% |
| Q2 2022 | $393,000 | -26.8% | 7,128 | -10.9% | 0.21% | -15.0% |
| Q1 2022 | $537,000 | -13.7% | 7,996 | -4.2% | 0.25% | -9.2% |
| Q4 2021 | $622,000 | +3.0% | 8,346 | -0.7% | 0.27% | -7.5% |
| Q3 2021 | $604,000 | -1.0% | 8,404 | +1.1% | 0.29% | -0.7% |
| Q2 2021 | $610,000 | -3.6% | 8,312 | -8.6% | 0.30% | -9.5% |
| Q1 2021 | $633,000 | -7.2% | 9,093 | -14.0% | 0.33% | -8.7% |
| Q4 2020 | $682,000 | +10.4% | 10,569 | -9.2% | 0.36% | +0.3% |
| Q3 2020 | $618,000 | +2.3% | 11,640 | -4.6% | 0.36% | -9.2% |
| Q2 2020 | $604,000 | +18.0% | 12,200 | -3.3% | 0.39% | -3.2% |
| Q1 2020 | $512,000 | -38.5% | 12,613 | -1.1% | 0.40% | -13.6% |
| Q4 2019 | $833,000 | +12.6% | 12,756 | -3.7% | 0.47% | -4.3% |
| Q3 2019 | $740,000 | -19.8% | 13,248 | -16.3% | 0.49% | -22.2% |
| Q2 2019 | $923,000 | -6.8% | 15,831 | -6.6% | 0.63% | -11.8% |
| Q1 2019 | $990,000 | +5.7% | 16,954 | -3.5% | 0.71% | -9.2% |
| Q4 2018 | $937,000 | – | 17,576 | – | 0.79% | – |
Download | ||||||
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% |