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 | $1,066,954 | -17.6% | 20,335 | -12.3% | 0.00% | 0.0% |
Q2 2023 | $1,295,215 | -6.0% | 23,194 | -1.9% | 0.00% | 0.0% |
Q1 2023 | $1,378,495 | +5.9% | 23,641 | -0.6% | 0.00% | 0.0% |
Q4 2022 | $1,301,700 | +6.8% | 23,790 | -11.7% | 0.00% | 0.0% |
Q3 2022 | $1,219,000 | -22.8% | 26,949 | -5.7% | 0.00% | 0.0% |
Q2 2022 | $1,578,000 | -17.9% | 28,583 | -0.0% | 0.00% | -50.0% |
Q1 2022 | $1,921,000 | -16.6% | 28,588 | -7.5% | 0.00% | 0.0% |
Q4 2021 | $2,303,000 | -11.7% | 30,911 | -14.9% | 0.00% | 0.0% |
Q3 2021 | $2,609,000 | +1.5% | 36,316 | +3.7% | 0.00% | -33.3% |
Q2 2021 | $2,571,000 | +41.0% | 35,034 | +33.9% | 0.00% | +50.0% |
Q1 2021 | $1,823,000 | +6.3% | 26,170 | -1.5% | 0.00% | 0.0% |
Q4 2020 | $1,715,000 | +25.8% | 26,558 | +3.6% | 0.00% | 0.0% |
Q3 2020 | $1,363,000 | +2.2% | 25,635 | -4.8% | 0.00% | 0.0% |
Q2 2020 | $1,334,000 | -19.5% | 26,938 | -33.9% | 0.00% | -50.0% |
Q1 2020 | $1,658,000 | -55.3% | 40,765 | -28.2% | 0.00% | -42.9% |
Q4 2019 | $3,709,000 | +19.6% | 56,755 | +2.3% | 0.01% | +16.7% |
Q3 2019 | $3,102,000 | -6.1% | 55,490 | -2.0% | 0.01% | -14.3% |
Q2 2019 | $3,303,000 | -2.8% | 56,611 | -2.7% | 0.01% | -12.5% |
Q1 2019 | $3,399,000 | +18.8% | 58,160 | +8.5% | 0.01% | 0.0% |
Q4 2018 | $2,861,000 | -26.3% | 53,608 | -12.6% | 0.01% | -11.1% |
Q3 2018 | $3,880,000 | -2.3% | 61,302 | +0.7% | 0.01% | -10.0% |
Q2 2018 | $3,971,000 | -16.4% | 60,855 | -10.5% | 0.01% | -23.1% |
Q1 2018 | $4,752,000 | -23.8% | 67,972 | -23.1% | 0.01% | -31.6% |
Q4 2017 | $6,233,000 | +10.6% | 88,337 | +8.9% | 0.02% | -5.0% |
Q3 2017 | $5,635,000 | +16.3% | 81,109 | +8.1% | 0.02% | +11.1% |
Q2 2017 | $4,844,000 | +27.2% | 75,061 | +16.7% | 0.02% | -30.8% |
Q1 2017 | $3,807,000 | +14.5% | 64,320 | +6.1% | 0.03% | +4.0% |
Q4 2016 | $3,324,000 | -4.8% | 60,594 | -4.0% | 0.02% | -24.2% |
Q3 2016 | $3,492,000 | +7.5% | 63,127 | -5.3% | 0.03% | +22.2% |
Q2 2016 | $3,248,000 | -65.0% | 66,690 | -59.9% | 0.03% | +3.8% |
Q1 2016 | $9,268,000 | +8.1% | 166,248 | +7.2% | 0.03% | +8.3% |
Q4 2015 | $8,570,000 | +114.5% | 155,112 | +115.5% | 0.02% | +9.1% |
Q3 2015 | $3,995,000 | -6.0% | 71,968 | -5.3% | 0.02% | 0.0% |
Q2 2015 | $4,252,000 | +46.1% | 75,961 | +46.1% | 0.02% | +46.7% |
Q1 2015 | $2,911,000 | +85.9% | 51,989 | +70.8% | 0.02% | +66.7% |
Q4 2014 | $1,566,000 | -15.1% | 30,431 | -14.6% | 0.01% | -18.2% |
Q3 2014 | $1,844,000 | -60.5% | 35,614 | -54.0% | 0.01% | -59.3% |
Q2 2014 | $4,673,000 | -50.4% | 77,349 | -48.7% | 0.03% | -53.4% |
Q1 2014 | $9,420,000 | +526.3% | 150,655 | +479.6% | 0.06% | +544.4% |
Q4 2013 | $1,504,000 | +9.9% | 25,993 | -1.5% | 0.01% | 0.0% |
Q3 2013 | $1,368,000 | – | 26,377 | – | 0.01% | – |
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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% |