WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 110 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 3.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $582,000 | -3.0% | 9,192 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $600,000 | -6.2% | 9,192 | +0.4% | 0.00% | -25.0% |
| Q1 2018 | $640,000 | -37.4% | 9,156 | -50.5% | 0.00% | -33.3% |
| Q3 2016 | $1,023,000 | +9.8% | 18,511 | +1.3% | 0.01% | 0.0% |
| Q2 2016 | $932,000 | -13.0% | 18,281 | -2.8% | 0.01% | -14.3% |
| Q1 2016 | $1,071,000 | +3.1% | 18,800 | +1.2% | 0.01% | +16.7% |
| Q4 2015 | $1,039,000 | -36.7% | 18,575 | -40.7% | 0.01% | -50.0% |
| Q3 2014 | $1,641,000 | -13.3% | 31,315 | 0.0% | 0.01% | -7.7% |
| Q2 2014 | $1,892,000 | +56.5% | 31,315 | +61.9% | 0.01% | +225.0% |
| Q1 2014 | $1,209,000 | -11.4% | 19,340 | -18.1% | 0.00% | -20.0% |
| Q4 2013 | $1,365,000 | – | 23,600 | – | 0.01% | – |
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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% |