LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 55 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,405,678
+147.9%
49,386
+139.4%
0.00%
+100.0%
Q2 2023$1,374,061
+236.5%
20,628
+237.6%
0.00%
Q1 2023$408,371
-76.9%
6,110
-78.2%
0.00%
-100.0%
Q4 2022$1,770,371
+536.8%
28,030
+473.7%
0.00%
Q3 2022$278,000
-0.4%
4,886
+3.9%
0.00%
Q2 2022$279,000
-8.5%
4,702
+1.5%
0.00%
Q1 2022$305,000
-1.9%
4,631
+6.1%
0.00%
Q4 2021$311,000
+13.1%
4,363
+21.8%
0.00%
Q3 2021$275,000
+11.3%
3,582
+7.0%
0.00%
Q2 2021$247,000
-12.7%
3,347
-9.9%
0.00%
Q1 2021$283,000
+0.7%
3,713
-4.2%
0.00%
Q4 2020$281,000
-2.8%
3,876
-6.2%
0.00%
Q3 2020$289,000
-0.7%
4,132
-9.2%
0.00%
-100.0%
Q2 2020$291,000
-5.2%
4,551
-13.7%
0.00%0.0%
Q1 2020$307,000
-75.6%
5,274
-69.2%
0.00%
-50.0%
Q4 2019$1,260,000
+168.7%
17,119
+151.0%
0.00%
+100.0%
Q3 2019$469,000
-32.2%
6,819
-34.8%
0.00%0.0%
Q2 2019$692,000
-13.4%
10,466
-10.6%
0.00%
-50.0%
Q1 2019$799,000
+2.4%
11,708
-3.4%
0.00%0.0%
Q4 2018$780,000
-43.1%
12,116
-31.6%
0.00%
-33.3%
Q3 2018$1,370,000
-21.4%
17,713
-21.8%
0.00%
-40.0%
Q2 2018$1,743,000
-7.1%
22,642
-1.9%
0.01%0.0%
Q1 2018$1,877,000
-17.6%
23,079
-18.5%
0.01%
-28.6%
Q4 2017$2,278,000
+20.9%
28,321
+12.8%
0.01%0.0%
Q3 2017$1,884,000
+0.4%
25,114
-6.2%
0.01%0.0%
Q2 2017$1,876,000
+34.8%
26,761
+28.8%
0.01%
-22.2%
Q1 2017$1,392,000
+94.1%
20,772
+80.5%
0.01%
+80.0%
Q4 2016$717,000
-10.9%
11,510
-12.4%
0.01%
-37.5%
Q3 2016$805,000
-11.0%
13,146
-18.8%
0.01%0.0%
Q2 2016$905,000
-89.9%
16,198
-90.4%
0.01%
-68.0%
Q1 2016$8,933,000
-20.3%
169,051
-15.1%
0.02%
-19.4%
Q4 2015$11,211,000
+76.0%
199,031
+71.7%
0.03%
-11.4%
Q3 2015$6,370,000
-61.6%
115,925
-60.5%
0.04%
-58.3%
Q2 2015$16,610,000
-4.5%
293,620
-8.8%
0.08%
-5.6%
Q1 2015$17,400,000
-11.0%
322,097
-20.1%
0.09%
-16.8%
Q4 2014$19,561,000
-11.0%
403,156
-6.8%
0.11%
-18.3%
Q3 2014$21,984,000
-12.7%
432,761
-7.9%
0.13%
-10.9%
Q2 2014$25,187,000
+13.2%
470,089
+5.7%
0.15%
+7.3%
Q1 2014$22,257,000
+3.6%
444,882
+5.6%
0.14%
+2.2%
Q4 2013$21,483,000
+8.9%
421,144
+9.3%
0.13%
+2.3%
Q3 2013$19,731,000
+10.9%
385,158
+2.5%
0.13%
+2.3%
Q2 2013$17,791,000375,8910.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Services LLC 545,118$28,046,0001.44%
NEW VERNON INVESTMENT MANAGEMENT LLC 30,000$1,544,0001.26%
RiverFront Investment Group, LLC 654,890$33,694,0000.83%
ROBERTS GLORE & CO INC /IL/ 13,518$696,0000.48%
Cetera Advisors LLC 33,518$1,722,0000.13%
LPL Financial LLC 432,761$21,984,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 59,868$3,080,0000.12%
Brookstone Capital Management 11,372$585,0000.11%
Private Advisor Group, LLC 30,247$1,556,0000.11%
BESSEMER GROUP INC 320,000$16,464,0000.05%
View complete list of WISDOMTREE TR shareholders