WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,603 | -48.2% | 3,170 | -50.0% | 0.00% | +33.3% |
| Q2 2023 | $422,308 | +97.4% | 6,340 | +100.0% | 0.00% | -25.0% |
| Q1 2023 | $213,918 | +6.8% | 3,170 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $200,217 | -4.2% | 3,170 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -7.5% | 3,170 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $226,000 | -7.4% | 3,170 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $244,000 | -47.9% | 3,170 | -50.0% | 0.00% | -33.3% |
| Q2 2021 | $468,000 | +93.4% | 6,340 | +100.0% | 0.01% | -14.3% |
| Q1 2021 | $242,000 | +9.0% | 3,170 | 0.0% | 0.01% | -36.4% |
| Q3 2020 | $222,000 | +9.4% | 3,170 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $203,000 | -12.9% | 3,170 | 0.0% | 0.01% | -29.4% |
| Q4 2019 | $233,000 | +7.4% | 3,170 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $217,000 | +0.5% | 3,170 | 0.0% | 0.02% | +33.3% |
| Q1 2019 | $216,000 | -11.8% | 3,170 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $245,000 | – | 3,170 | – | 0.01% | – |
Download | ||||||
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% |