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 2023 | $338,432 | -6.0% | 6,450 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $360,179 | -4.2% | 6,450 | 0.0% | 0.01% | -11.1% |
Q1 2023 | $376,090 | +6.6% | 6,450 | 0.0% | 0.01% | -10.0% |
Q4 2022 | $352,916 | +20.9% | 6,450 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $292,000 | -18.0% | 6,450 | 0.0% | 0.01% | -23.1% |
Q2 2022 | $356,000 | -18.0% | 6,450 | 0.0% | 0.01% | -7.1% |
Q1 2022 | $434,000 | -9.8% | 6,450 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $481,000 | +3.9% | 6,450 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $463,000 | -2.1% | 6,450 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $473,000 | +5.3% | 6,450 | 0.0% | 0.02% | -5.9% |
Q1 2021 | $449,000 | +7.9% | 6,450 | 0.0% | 0.02% | +6.2% |
Q4 2020 | $416,000 | +21.3% | 6,450 | 0.0% | 0.02% | +6.7% |
Q3 2020 | $343,000 | +7.5% | 6,450 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $319,000 | +21.8% | 6,450 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $262,000 | -37.9% | 6,450 | 0.0% | 0.02% | -21.1% |
Q4 2019 | $422,000 | +16.9% | 6,450 | 0.0% | 0.02% | +11.8% |
Q3 2019 | $361,000 | -4.0% | 6,450 | 0.0% | 0.02% | -5.6% |
Q2 2019 | $376,000 | -0.3% | 6,450 | 0.0% | 0.02% | -10.0% |
Q1 2019 | $377,000 | +9.6% | 6,450 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $344,000 | -24.7% | 6,450 | -10.7% | 0.02% | -16.7% |
Q3 2018 | $457,000 | -3.4% | 7,220 | -0.3% | 0.02% | -7.7% |
Q2 2018 | $473,000 | -7.3% | 7,245 | -0.7% | 0.03% | -10.3% |
Q1 2018 | $510,000 | -2.7% | 7,296 | -1.7% | 0.03% | 0.0% |
Q4 2017 | $524,000 | -1.1% | 7,425 | -2.8% | 0.03% | 0.0% |
Q3 2017 | $530,000 | -2.4% | 7,636 | -6.6% | 0.03% | -27.5% |
Q2 2017 | $543,000 | +42.5% | 8,176 | +26.8% | 0.04% | +48.1% |
Q1 2017 | $381,000 | +8.2% | 6,450 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $352,000 | -1.4% | 6,450 | 0.0% | 0.03% | -6.9% |
Q3 2016 | $357,000 | +8.5% | 6,450 | 0.0% | 0.03% | +3.6% |
Q2 2016 | $329,000 | -10.6% | 6,450 | 0.0% | 0.03% | -12.5% |
Q1 2016 | $368,000 | +1.9% | 6,450 | 0.0% | 0.03% | -8.6% |
Q4 2015 | $361,000 | +4.0% | 6,450 | 0.0% | 0.04% | -2.8% |
Q3 2015 | $347,000 | -6.0% | 6,450 | 0.0% | 0.04% | 0.0% |
Q2 2015 | $369,000 | +2.8% | 6,450 | 0.0% | 0.04% | +2.9% |
Q1 2015 | $359,000 | +8.1% | 6,450 | 0.0% | 0.04% | -7.9% |
Q4 2014 | $332,000 | – | 6,450 | – | 0.04% | – |
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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% |