WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 118 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,985 | -6.0% | 95 | 0.0% | 0.00% | – |
| Q2 2023 | $5,305 | -4.2% | 95 | 0.0% | 0.00% | – |
| Q1 2023 | $5,539 | +6.6% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $5,198 | +30.0% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -82.8% | 95 | -86.7% | 0.00% | – |
| Q1 2020 | $29,000 | -38.3% | 713 | 0.0% | 0.00% | – |
| Q4 2019 | $47,000 | +17.5% | 713 | 0.0% | 0.00% | – |
| Q3 2019 | $40,000 | -4.8% | 713 | 0.0% | 0.00% | – |
| Q2 2019 | $42,000 | -40.0% | 713 | -40.6% | 0.00% | – |
| Q1 2019 | $70,000 | +6.1% | 1,200 | +0.2% | 0.00% | – |
| Q4 2018 | $66,000 | -27.5% | 1,198 | -16.3% | 0.00% | -100.0% |
| Q3 2018 | $91,000 | -2.2% | 1,432 | +0.2% | 0.00% | 0.0% |
| Q2 2018 | $93,000 | +13.4% | 1,429 | +21.2% | 0.00% | 0.0% |
| Q1 2018 | $82,000 | – | 1,179 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 216,700 | $12,059,000 | 11.47% |
| HARVEST CAPITAL MANAGEMENT INC | 204,130 | $11,360,000 | 5.01% |
| Lombard Odier Transatlantic Ltd | 65,000 | $3,619,000 | 2.82% |
| Polaris Wealth Advisory Group, LLC | 221,704 | $12,338,000 | 2.24% |
| Vontobel Swiss Wealth Advisors AG | 58,594 | $3,261,000 | 2.22% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 50,000 | $2,783,000 | 2.18% |
| Gemmer Asset Management LLC | 59,422 | $3,307,000 | 2.00% |
| VICUS CAPITAL | 173,695 | $9,666,000 | 1.86% |
| New England Investment & Retirement Group, Inc. | 72,336 | $4,025,000 | 1.78% |
| Verity Asset Management, Inc. | 29,719 | $1,654,000 | 1.61% |