WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 82 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,905 | -6.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,798 | -4.2% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,452 | +102913.3% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15 | -99.9% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -77.4% | 265 | -72.7% | 0.00% | -50.0% |
| Q2 2022 | $53,000 | -19.7% | 969 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $66,000 | -5.7% | 976 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $70,000 | +6.1% | 945 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 911 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +6.3% | 908 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | – | 899 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |