WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 46 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $5,671,000 | +3.8% | 99,441 | +1.9% | 0.01% | 0.0% |
| Q4 2015 | $5,466,000 | +6.3% | 97,604 | +2.2% | 0.01% | -10.0% |
| Q3 2015 | $5,143,000 | -7.7% | 95,515 | -2.0% | 0.01% | -9.1% |
| Q2 2015 | $5,573,000 | +0.4% | 97,508 | -2.3% | 0.01% | 0.0% |
| Q1 2015 | $5,553,000 | +8.3% | 99,789 | +0.1% | 0.01% | 0.0% |
| Q4 2014 | $5,129,000 | -7.9% | 99,654 | -6.2% | 0.01% | -8.3% |
| Q3 2014 | $5,567,000 | -14.4% | 106,186 | -1.3% | 0.01% | -20.0% |
| Q2 2014 | $6,500,000 | -3.9% | 107,577 | -0.5% | 0.02% | -6.2% |
| Q1 2014 | $6,761,000 | +7.4% | 108,124 | -0.7% | 0.02% | +6.7% |
| Q4 2013 | $6,298,000 | +120.6% | 108,847 | +92.5% | 0.02% | +87.5% |
| Q3 2013 | $2,855,000 | – | 56,548 | – | 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% |