ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$1,484,000
+146.1%
23,046
+195.5%
0.00%
+100.0%
Q3 2018$603,000
-80.7%
7,800
-80.8%
0.00%
-85.7%
Q2 2018$3,131,000
+90.9%
40,654
+101.5%
0.01%
+40.0%
Q1 2018$1,640,000
-45.5%
20,172
-46.0%
0.01%
-28.6%
Q4 2017$3,007,000
+61.9%
37,376
+51.0%
0.01%
+75.0%
Q3 2017$1,857,000
-13.8%
24,754
-19.5%
0.00%
-33.3%
Q2 2017$2,154,000
-32.1%
30,739
-35.4%
0.01%
-40.0%
Q1 2017$3,173,000
+3.3%
47,613
-4.1%
0.01%
-9.1%
Q4 2016$3,071,000
+27.7%
49,647
+27.0%
0.01%
+22.2%
Q3 2016$2,404,000
+5.7%
39,096
-4.3%
0.01%0.0%
Q2 2016$2,274,000
-18.1%
40,854
-18.9%
0.01%
-25.0%
Q1 2016$2,775,000
-12.4%
50,382
-10.0%
0.01%
-14.3%
Q4 2015$3,168,000
+21.1%
56,008
+14.3%
0.01%
+7.7%
Q3 2015$2,617,000
-19.6%
49,013
-14.9%
0.01%
-13.3%
Q2 2015$3,255,000
+12.7%
57,566
+7.9%
0.02%0.0%
Q1 2015$2,887,000
+338.1%
53,328
+292.6%
0.02%
+114.3%
Q4 2014$659,000
-23.5%
13,582
-19.0%
0.01%
-22.2%
Q3 2014$862,000
-2.4%
16,758
+1.6%
0.01%0.0%
Q2 2014$883,000
-7.8%
16,487
-13.9%
0.01%
-18.2%
Q1 2014$958,000
+8.6%
19,151
+10.7%
0.01%
+10.0%
Q4 2013$882,000
+4.5%
17,297
+4.9%
0.01%0.0%
Q3 2013$844,000
+27.7%
16,486
+18.0%
0.01%
+11.1%
Q2 2013$661,00013,9670.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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