WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,000 | +130.9% | 17,201 | +145.5% | 0.00% | – |
| Q2 2023 | $391,000 | -14.8% | 7,006 | -11.0% | 0.00% | – |
| Q1 2023 | $459,000 | -15.6% | 7,872 | -20.8% | 0.00% | – |
| Q4 2022 | $544,000 | +101.5% | 9,938 | +66.9% | 0.00% | – |
| Q3 2022 | $270,000 | +8.9% | 5,955 | +32.7% | 0.00% | – |
| Q2 2022 | $248,000 | -87.5% | 4,487 | -84.8% | 0.00% | – |
| Q1 2022 | $1,987,000 | +90.0% | 29,564 | +110.8% | 0.00% | – |
| Q4 2021 | $1,046,000 | +128.9% | 14,025 | +120.4% | 0.00% | – |
| Q3 2021 | $457,000 | -25.1% | 6,364 | -23.4% | 0.00% | – |
| Q2 2021 | $610,000 | +3.6% | 8,307 | -1.7% | 0.00% | – |
| Q1 2021 | $589,000 | +2.6% | 8,454 | -4.8% | 0.00% | – |
| Q4 2020 | $574,000 | +0.9% | 8,882 | -17.0% | 0.00% | – |
| Q3 2020 | $569,000 | +0.9% | 10,699 | -6.1% | 0.00% | – |
| Q2 2020 | $564,000 | -3.8% | 11,394 | -21.0% | 0.00% | – |
| Q1 2020 | $586,000 | -80.9% | 14,417 | -69.2% | 0.00% | -100.0% |
| Q4 2019 | $3,064,000 | +74.8% | 46,875 | +49.5% | 0.00% | 0.0% |
| Q3 2019 | $1,753,000 | -68.5% | 31,365 | -67.1% | 0.00% | -50.0% |
| Q2 2019 | $5,559,000 | -27.5% | 95,273 | -27.4% | 0.00% | -33.3% |
| Q1 2019 | $7,667,000 | +29.8% | 131,210 | +18.5% | 0.00% | 0.0% |
| Q4 2018 | $5,907,000 | +18.3% | 110,694 | +40.3% | 0.00% | +50.0% |
| Q3 2018 | $4,994,000 | -11.3% | 78,884 | -8.5% | 0.00% | -33.3% |
| Q2 2018 | $5,629,000 | -11.3% | 86,259 | -4.9% | 0.00% | 0.0% |
| Q1 2018 | $6,343,000 | +44.9% | 90,718 | +46.2% | 0.00% | +50.0% |
| Q4 2017 | $4,378,000 | +22.6% | 62,046 | +20.7% | 0.00% | 0.0% |
| Q3 2017 | $3,570,000 | +7.4% | 51,392 | -0.2% | 0.00% | 0.0% |
| Q2 2017 | $3,324,000 | +9.7% | 51,511 | +0.4% | 0.00% | 0.0% |
| Q1 2017 | $3,031,000 | -12.3% | 51,315 | -18.9% | 0.00% | 0.0% |
| Q4 2016 | $3,456,000 | -38.1% | 63,270 | -37.3% | 0.00% | -33.3% |
| Q3 2016 | $5,579,000 | +25.5% | 100,855 | +15.8% | 0.00% | 0.0% |
| Q2 2016 | $4,445,000 | -47.3% | 87,095 | -41.1% | 0.00% | -40.0% |
| Q1 2016 | $8,437,000 | +62.0% | 147,942 | +59.1% | 0.01% | +66.7% |
| Q4 2015 | $5,208,000 | +17.2% | 93,011 | +12.7% | 0.00% | 0.0% |
| Q3 2015 | $4,444,000 | -41.2% | 82,529 | -37.6% | 0.00% | -40.0% |
| Q2 2015 | $7,559,000 | +24.5% | 132,257 | +21.3% | 0.01% | +25.0% |
| Q1 2015 | $6,070,000 | -20.2% | 109,058 | -26.2% | 0.00% | -20.0% |
| Q4 2014 | $7,607,000 | +14.5% | 147,774 | +16.6% | 0.01% | 0.0% |
| Q3 2014 | $6,643,000 | -2.9% | 126,708 | +11.9% | 0.01% | 0.0% |
| Q2 2014 | $6,838,000 | -27.9% | 113,189 | -25.4% | 0.01% | -28.6% |
| Q1 2014 | $9,490,000 | +21.7% | 151,777 | +12.6% | 0.01% | +16.7% |
| Q4 2013 | $7,797,000 | +1292.3% | 134,773 | +1115.0% | 0.01% | – |
| Q3 2013 | $560,000 | +3194.1% | 11,092 | +2673.0% | 0.00% | – |
| Q2 2013 | $17,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 262,911 | $13,794,938 | 1.14% |
| Virtus Family Office LLC | 8,315 | $436,288 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $550,935 | 0.48% |
| FLOW TRADERS U.S. LLC | 75,621 | $3,968 | 0.19% |
| Sovereign Financial Group, Inc. | 7,593 | $398,405 | 0.14% |
| Financial Planning & Information Services, Inc. | 13,316 | $698,691 | 0.13% |
| TFG Advisers LLC | 5,063 | $265,651 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,998 | $839,407 | 0.10% |
| St. Louis Trust Co | 3,970 | $208,306 | 0.04% |
| FinTrust Capital Advisors, LLC | 2,500 | $131,175 | 0.03% |