WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 125 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,866,982 | -5.7% | 50,824 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $3,039,901 | +9499.6% | 51,341 | +8844.4% | 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% | – |
Download | ||||||
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% |