WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 81 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $33,000 | -42.1% | 449 | -45.5% | 0.01% | -50.0% |
| Q1 2021 | $57,000 | +7.5% | 824 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $53,000 | +20.5% | 824 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $44,000 | +7.3% | 824 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | -18.0% | 824 | -32.7% | 0.01% | -30.8% |
| Q1 2020 | $50,000 | -37.5% | 1,224 | 0.0% | 0.01% | -23.5% |
| Q4 2019 | $80,000 | +17.6% | 1,224 | 0.0% | 0.02% | +13.3% |
| Q3 2019 | $68,000 | -4.2% | 1,224 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $71,000 | -39.8% | 1,224 | -39.5% | 0.02% | -42.3% |
| Q1 2019 | $118,000 | – | 2,024 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 248,799 | $11,256,000 | 1.40% |
| Motley Fool Wealth Management, LLC | 204,635 | $9,258,000 | 0.61% |
| Hedges Asset Management LLC | 9,500 | $430,000 | 0.43% |
| Sovereign Financial Group, Inc. | 22,068 | $998,000 | 0.40% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $294,000 | 0.36% |
| Financial Planning & Information Services, Inc. | 16,226 | $734,000 | 0.18% |
| TFG Advisers LLC | 6,769 | $306,000 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $391,000 | 0.12% |
| Conservest Capital Advisors, Inc. | 18,224 | $824,000 | 0.12% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,670 | $211,000 | 0.05% |