WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 96 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 12.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,378,387 | -28.7% | 26,270 | -24.2% | 0.00% | – |
| Q2 2023 | $1,934,356 | +564.7% | 34,640 | +565.8% | 0.00% | – |
| Q3 2019 | $291,000 | -65.8% | 5,203 | -66.6% | 0.00% | – |
| Q4 2016 | $850,000 | +47.8% | 15,563 | +49.7% | 0.00% | – |
| Q3 2016 | $575,000 | -18.6% | 10,395 | -24.9% | 0.00% | – |
| Q2 2016 | $706,000 | -72.8% | 13,835 | -69.5% | 0.00% | -100.0% |
| Q2 2015 | $2,593,000 | +23.5% | 45,369 | +11.3% | 0.00% | 0.0% |
| Q4 2014 | $2,099,000 | -12.2% | 40,774 | -10.5% | 0.00% | 0.0% |
| Q3 2014 | $2,390,000 | +856.0% | 45,579 | +1042.0% | 0.00% | – |
| Q1 2014 | $250,000 | – | 3,991 | – | 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% |