LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,368,00026,3770.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders