WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,932 | +3.5% | 5,988 | 0.0% | 0.14% | +6.2% |
| Q2 2023 | $398,861 | -4.3% | 5,988 | -4.0% | 0.13% | -7.9% |
| Q1 2023 | $416,881 | +5.9% | 6,237 | +0.0% | 0.14% | +1.5% |
| Q4 2022 | $393,803 | -11.1% | 6,235 | -20.0% | 0.14% | -13.3% |
| Q3 2022 | $443,000 | -4.1% | 7,789 | 0.0% | 0.16% | +2.6% |
| Q2 2022 | $462,000 | -22.5% | 7,789 | -13.8% | 0.15% | -10.5% |
| Q1 2022 | $596,000 | -7.6% | 9,037 | 0.0% | 0.17% | +1.2% |
| Q4 2021 | $645,000 | -15.1% | 9,037 | -8.7% | 0.17% | -26.4% |
| Q3 2021 | $760,000 | +3.4% | 9,896 | -0.6% | 0.23% | +5.0% |
| Q2 2021 | $735,000 | -6.0% | 9,960 | -2.9% | 0.22% | -10.2% |
| Q1 2021 | $782,000 | +3.7% | 10,259 | -1.4% | 0.24% | -0.4% |
| Q4 2020 | $754,000 | +3.6% | 10,409 | +0.0% | 0.25% | -5.4% |
| Q3 2020 | $728,000 | +9.5% | 10,407 | 0.0% | 0.26% | 0.0% |
| Q2 2020 | $665,000 | +6.4% | 10,407 | -3.2% | 0.26% | -2.6% |
| Q1 2020 | $625,000 | -22.0% | 10,755 | -1.2% | 0.27% | -12.7% |
| Q4 2019 | $801,000 | +45.9% | 10,890 | +36.5% | 0.31% | -8.9% |
| Q3 2019 | $549,000 | +4.2% | 7,977 | 0.0% | 0.34% | +4.3% |
| Q2 2019 | $527,000 | -2.6% | 7,977 | +0.5% | 0.32% | -5.0% |
| Q1 2019 | $541,000 | +4.8% | 7,939 | -0.9% | 0.34% | -6.9% |
| Q4 2018 | $516,000 | -26.0% | 8,014 | -11.1% | 0.36% | -8.8% |
| Q3 2018 | $697,000 | +0.4% | 9,013 | 0.0% | 0.40% | -5.9% |
| Q2 2018 | $694,000 | -5.3% | 9,013 | +0.0% | 0.42% | -6.4% |
| Q1 2018 | $733,000 | +1.1% | 9,012 | 0.0% | 0.45% | +2.3% |
| Q4 2017 | $725,000 | +6.8% | 9,012 | -0.4% | 0.44% | +0.9% |
| Q3 2017 | $679,000 | +3.7% | 9,048 | -3.2% | 0.44% | +0.5% |
| Q2 2017 | $655,000 | +6.9% | 9,348 | +1.6% | 0.44% | +3.6% |
| Q1 2017 | $613,000 | -2.2% | 9,197 | -9.1% | 0.42% | -3.4% |
| Q4 2016 | $627,000 | +0.8% | 10,122 | +0.0% | 0.44% | -2.2% |
| Q3 2016 | $622,000 | +10.5% | 10,121 | 0.0% | 0.45% | +4.7% |
| Q2 2016 | $563,000 | -0.2% | 10,121 | -1.2% | 0.43% | 0.0% |
| Q1 2016 | $564,000 | -17.8% | 10,245 | -15.5% | 0.43% | -17.7% |
| Q4 2015 | $686,000 | +4.7% | 12,120 | -1.2% | 0.52% | +1.6% |
| Q3 2015 | $655,000 | -10.6% | 12,270 | -5.4% | 0.51% | -0.4% |
| Q2 2015 | $733,000 | +3.2% | 12,970 | -1.1% | 0.51% | +4.7% |
| Q1 2015 | $710,000 | +8.2% | 13,119 | -3.0% | 0.49% | +11.9% |
| Q4 2014 | $656,000 | -5.7% | 13,519 | +0.0% | 0.44% | -9.1% |
| Q3 2014 | $696,000 | -3.9% | 13,518 | 0.0% | 0.48% | -1.8% |
| Q2 2014 | $724,000 | -0.3% | 13,518 | -6.9% | 0.49% | -2.0% |
| Q1 2014 | $726,000 | -4.0% | 14,517 | -2.1% | 0.50% | -4.4% |
| Q4 2013 | $756,000 | -2.6% | 14,823 | -2.1% | 0.52% | -8.6% |
| Q3 2013 | $776,000 | -6.1% | 15,146 | -13.3% | 0.57% | +12.6% |
| Q2 2013 | $826,000 | – | 17,462 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 545,118 | $28,046,000 | 1.44% |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 30,000 | $1,544,000 | 1.26% |
| RiverFront Investment Group, LLC | 654,890 | $33,694,000 | 0.83% |
| ROBERTS GLORE & CO INC /IL/ | 13,518 | $696,000 | 0.48% |
| Cetera Advisors LLC | 33,518 | $1,722,000 | 0.13% |
| LPL Financial LLC | 432,761 | $21,984,000 | 0.13% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 59,868 | $3,080,000 | 0.12% |
| Brookstone Capital Management | 11,372 | $585,000 | 0.11% |
| Private Advisor Group, LLC | 30,247 | $1,556,000 | 0.11% |
| BESSEMER GROUP INC | 320,000 | $16,464,000 | 0.05% |