WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 103 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 3.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $25,150 | +6.6% | 395 | 0.0% | 0.00% | – |
Q1 2024 | $23,601 | -0.9% | 395 | 0.0% | 0.00% | – |
Q4 2023 | $23,811 | -99.2% | 395 | -99.2% | 0.00% | -100.0% |
Q3 2023 | $2,866,982 | -5.7% | 50,824 | -1.0% | 0.00% | 0.0% |
Q2 2023 | $3,039,901 | +12713.6% | 51,341 | +12897.7% | 0.00% | – |
Q1 2023 | $23,724 | -25.1% | 395 | -31.2% | 0.00% | – |
Q4 2022 | $31,667 | +37.7% | 574 | +29.3% | 0.00% | – |
Q3 2022 | $23,000 | -8.0% | 444 | +12.4% | 0.00% | – |
Q2 2022 | $25,000 | -7.4% | 395 | 0.0% | 0.00% | – |
Q1 2022 | $27,000 | -6.9% | 395 | 0.0% | 0.00% | – |
Q4 2021 | $29,000 | -3.3% | 395 | 0.0% | 0.00% | – |
Q3 2021 | $30,000 | +3.4% | 395 | 0.0% | 0.00% | – |
Q2 2021 | $29,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q1 2021 | $29,000 | +11.5% | 395 | 0.0% | 0.00% | – |
Q4 2020 | $26,000 | +18.2% | 395 | 0.0% | 0.00% | – |
Q3 2020 | $22,000 | -75.8% | 395 | -78.2% | 0.00% | – |
Q2 2020 | $91,000 | +11.0% | 1,815 | -11.8% | 0.00% | – |
Q1 2020 | $82,000 | +215.4% | 2,058 | +421.0% | 0.00% | – |
Q4 2019 | $26,000 | -82.7% | 395 | -85.3% | 0.00% | – |
Q3 2019 | $150,000 | -4.5% | 2,679 | -0.5% | 0.00% | – |
Q2 2019 | $157,000 | +180.4% | 2,693 | +181.4% | 0.00% | – |
Q1 2019 | $56,000 | -24.3% | 957 | -31.1% | 0.00% | – |
Q4 2018 | $74,000 | +196.0% | 1,388 | +251.4% | 0.00% | – |
Q3 2018 | $25,000 | -35.9% | 395 | -33.6% | 0.00% | – |
Q2 2018 | $39,000 | -7.1% | 595 | 0.0% | 0.00% | – |
Q1 2018 | $42,000 | 0.0% | 595 | 0.0% | 0.00% | – |
Q4 2017 | $42,000 | -14.3% | 595 | -15.0% | 0.00% | – |
Q3 2017 | $49,000 | +28.9% | 700 | +17.6% | 0.00% | – |
Q2 2017 | $38,000 | +8.6% | 595 | 0.0% | 0.00% | – |
Q1 2017 | $35,000 | +250.0% | 595 | +197.5% | 0.00% | – |
Q4 2016 | $10,000 | -9.1% | 200 | 0.0% | 0.00% | – |
Q3 2016 | $11,000 | -66.7% | 200 | -68.9% | 0.00% | – |
Q2 2016 | $33,000 | -45.0% | 644 | -38.4% | 0.00% | – |
Q1 2016 | $60,000 | -91.5% | 1,045 | -91.7% | 0.00% | -100.0% |
Q4 2015 | $708,000 | +7.9% | 12,655 | +3.9% | 0.00% | 0.0% |
Q3 2015 | $656,000 | +3.3% | 12,180 | +9.6% | 0.00% | 0.0% |
Q2 2015 | $635,000 | -0.9% | 11,110 | -3.6% | 0.00% | 0.0% |
Q1 2015 | $641,000 | +7.0% | 11,525 | -1.0% | 0.00% | 0.0% |
Q4 2014 | $599,000 | -2.1% | 11,636 | -0.4% | 0.00% | 0.0% |
Q3 2014 | $612,000 | -12.1% | 11,681 | +1.4% | 0.00% | 0.0% |
Q2 2014 | $696,000 | +8.8% | 11,521 | +12.6% | 0.00% | 0.0% |
Q1 2014 | $640,000 | +12.5% | 10,230 | +4.1% | 0.00% | 0.0% |
Q4 2013 | $569,000 | +15.7% | 9,830 | +0.8% | 0.00% | 0.0% |
Q3 2013 | $492,000 | – | 9,755 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Vontobel Swiss Wealth Advisors AG | 122,404 | $7,988,000 | 4.53% |
New England Investment & Retirement Group, Inc. | 100,347 | $6,549,000 | 4.36% |
CAPITAL MANAGEMENT CORP /VA | 155,331 | $10,137,000 | 2.73% |
White Pine Investment CO | 65,513 | $4,275,000 | 2.22% |
Cottage Street Advisors LLC | 50,378 | $3,288,000 | 1.93% |
NOESIS CAPITAL MANGEMENT CORP | 76,442 | $4,989,000 | 1.83% |
Motley Fool Wealth Management, LLC | 393,056 | $25,651,000 | 1.81% |
COURIER CAPITAL LLC | 171,057 | $11,163,000 | 1.44% |
CUMBERLAND ADVISORS INC | 29,650 | $1,935,000 | 1.21% |
IMA Advisory Services, Inc. | 41,125 | $2,684,000 | 1.12% |