WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,455,000 | -40.3% | 54,587 | -39.2% | 0.03% | -50.0% |
| Q2 2017 | $5,789,000 | -32.6% | 89,715 | -38.3% | 0.05% | -31.6% |
| Q1 2017 | $8,589,000 | +485.5% | 145,423 | +441.3% | 0.08% | +533.3% |
| Q4 2016 | $1,467,000 | -85.8% | 26,867 | -85.6% | 0.01% | -88.9% |
| Q3 2016 | $10,339,000 | +8.4% | 186,901 | 0.0% | 0.11% | +58.8% |
| Q2 2016 | $9,538,000 | +840.6% | 186,901 | +951.4% | 0.07% | +871.4% |
| Q1 2016 | $1,014,000 | +174.8% | 17,776 | +169.8% | 0.01% | +133.3% |
| Q4 2015 | $369,000 | -88.0% | 6,589 | -88.4% | 0.00% | -83.3% |
| Q3 2015 | $3,064,000 | +36.0% | 56,910 | +44.4% | 0.02% | +20.0% |
| Q2 2015 | $2,253,000 | +130.4% | 39,425 | +124.3% | 0.02% | +150.0% |
| Q1 2015 | $978,000 | +128.0% | 17,573 | +111.0% | 0.01% | +200.0% |
| Q4 2014 | $429,000 | -1.8% | 8,328 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $437,000 | – | 8,328 | – | 0.00% | – |
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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% |