WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 102 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $142,000 | +39.2% | 2,487 | +36.3% | 0.01% | +37.5% |
| Q4 2015 | $102,000 | +70.0% | 1,825 | +63.5% | 0.01% | +60.0% |
| Q3 2015 | $60,000 | -6.2% | 1,116 | -0.3% | 0.01% | 0.0% |
| Q2 2015 | $64,000 | +20.8% | 1,119 | +18.5% | 0.01% | +25.0% |
| Q1 2015 | $53,000 | +15.2% | 944 | +5.9% | 0.00% | 0.0% |
| Q4 2014 | $46,000 | -6.1% | 891 | -3.8% | 0.00% | 0.0% |
| Q3 2014 | $49,000 | -12.5% | 926 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $56,000 | -3.4% | 926 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $58,000 | +52.6% | 926 | +42.5% | 0.01% | +66.7% |
| Q4 2013 | $38,000 | – | 650 | – | 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% |