ACORN FINANCIAL ADVISORY SERVICES INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 66 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$211,000
-19.8%
4,670
-2.1%
0.05%
-20.6%
Q2 2022$263,000
-17.8%
4,771
+0.3%
0.06%
-1.6%
Q1 2022$320,000
-13.3%
4,757
-4.0%
0.06%
-13.5%
Q4 2021$369,000
-3.1%
4,956
-6.4%
0.07%
-37.3%
Q3 2021$381,000
-1.3%
5,297
+0.6%
0.12%
+3.5%
Q2 2021$386,000
+4.9%
5,265
-0.2%
0.11%
-14.9%
Q1 2021$368,000
+4.2%
5,278
-3.5%
0.13%
-3.6%
Q4 2020$353,000
+19.3%
5,468
-1.8%
0.14%
-10.3%
Q3 2020$296,000
+7.2%
5,568
-0.0%
0.16%
-19.3%
Q2 2020$276,000
+22.1%
5,5690.0%0.19%
-14.3%
Q1 2020$226,000
-34.3%
5,569
+5.8%
0.22%
-22.5%
Q4 2019$344,0005,2660.29%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders