WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 84 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 979,164 | $59,161,000 | 17.99% |
| HARVEST CAPITAL MANAGEMENT INC | 172,027 | $10,394,000 | 4.89% |
| CUMBERLAND ADVISORS INC | 102,750 | $6,208,000 | 3.97% |
| SUMMIT CAPITAL MANAGEMENT LLC | 160,105 | $9,674,000 | 3.47% |
| Gemmer Asset Management LLC | 59,421 | $3,590,000 | 2.42% |
| Financial Management Professionals, Inc. | 52,741 | $3,186,000 | 2.11% |
| VICUS CAPITAL | 61,940 | $3,742,000 | 1.21% |
| Northeast Financial Consultants Inc | 34,100 | $2,060,000 | 1.17% |
| RiverFront Investment Group, LLC | 748,272 | $45,210,000 | 1.12% |
| Perella Weinberg Partners Capital Management LP | 211,942 | $12,806,000 | 0.96% |