WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 86 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $105 | -81.8% | 2 | -80.0% | 0.00% | – |
Q2 2023 | $577 | -82.5% | 10 | -82.1% | 0.00% | – |
Q1 2023 | $3,304 | – | 56 | +522.2% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 9 | -97.7% | 0.00% | – |
Q2 2022 | $22,000 | -4.3% | 397 | +13.8% | 0.00% | – |
Q1 2022 | $23,000 | -20.7% | 349 | -11.9% | 0.00% | – |
Q4 2021 | $29,000 | +11.5% | 396 | +10.3% | 0.00% | – |
Q3 2021 | $26,000 | +2500.0% | 359 | +2891.7% | 0.00% | – |
Q2 2021 | $1,000 | -50.0% | 12 | -52.0% | 0.00% | – |
Q1 2021 | $2,000 | -60.0% | 25 | -67.1% | 0.00% | – |
Q4 2020 | $5,000 | – | 76 | +7500.0% | 0.00% | – |
Q1 2020 | $0 | -100.0% | 1 | -98.0% | 0.00% | – |
Q4 2019 | $3,000 | +200.0% | 51 | +168.4% | 0.00% | – |
Q3 2019 | $1,000 | – | 19 | +850.0% | 0.00% | – |
Q1 2019 | $0 | -100.0% | 2 | -98.3% | 0.00% | – |
Q4 2018 | $6,000 | – | 116 | +5700.0% | 0.00% | – |
Q3 2018 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
Q1 2018 | $5,175,000 | +41.8% | 74,026 | +43.1% | 0.00% | – |
Q4 2017 | $3,649,000 | +90.6% | 51,713 | +87.7% | 0.00% | – |
Q3 2017 | $1,914,000 | +7.6% | 27,554 | 0.0% | 0.00% | – |
Q2 2017 | $1,778,000 | +100.5% | 27,554 | +83.5% | 0.00% | – |
Q1 2017 | $887,000 | +120.1% | 15,017 | +103.3% | 0.00% | – |
Q4 2016 | $403,000 | – | 7,385 | – | 0.00% | – |
Download |
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% |