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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $351,000 | -3.6% | 6,025 | -3.2% | 0.04% | -10.9% |
| Q1 2019 | $364,000 | +9.6% | 6,225 | 0.0% | 0.05% | -6.1% |
| Q4 2018 | $332,000 | -50.2% | 6,225 | -40.9% | 0.05% | -38.8% |
| Q3 2018 | $666,000 | -1.2% | 10,525 | +1.9% | 0.08% | -9.1% |
| Q2 2018 | $674,000 | -6.6% | 10,325 | 0.0% | 0.09% | -6.4% |
| Q1 2018 | $722,000 | -1.0% | 10,325 | 0.0% | 0.09% | +5.6% |
| Q4 2017 | $729,000 | +4.1% | 10,325 | +2.5% | 0.09% | +6.0% |
| Q3 2017 | $700,000 | +7.7% | 10,075 | 0.0% | 0.08% | +3.7% |
| Q2 2017 | $650,000 | +11.3% | 10,075 | +1.8% | 0.08% | +9.5% |
| Q1 2017 | $584,000 | +8.1% | 9,895 | 0.0% | 0.07% | +7.2% |
| Q4 2016 | $540,000 | -68.7% | 9,895 | -68.3% | 0.07% | -68.2% |
| Q3 2016 | $1,724,000 | -23.2% | 31,170 | -29.1% | 0.22% | -23.9% |
| Q2 2016 | $2,244,000 | -9.6% | 43,980 | +1.0% | 0.28% | -5.9% |
| Q1 2016 | $2,483,000 | -8.0% | 43,530 | -9.7% | 0.30% | -1.9% |
| Q4 2015 | $2,699,000 | -29.2% | 48,190 | -31.9% | 0.31% | -29.1% |
| Q3 2015 | $3,812,000 | -6.0% | 70,805 | -0.3% | 0.44% | -2.9% |
| Q2 2015 | $4,057,000 | +121.9% | 70,995 | +116.2% | 0.45% | +105.0% |
| Q1 2015 | $1,828,000 | +39.6% | 32,845 | +29.1% | 0.22% | +51.0% |
| Q4 2014 | $1,309,000 | +6.7% | 25,435 | +8.7% | 0.14% | -1.4% |
| Q3 2014 | $1,227,000 | +39.9% | 23,400 | +61.2% | 0.15% | +41.3% |
| Q2 2014 | $877,000 | – | 14,513 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
| Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
| Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
| Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
| Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
| TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
| St. Louis Trust Co | 3,970 | $218,985 | 0.04% |