ATLAS CAPITAL ADVISORS 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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$1,840,000
-3.2%
240.0%0.00%
Q1 2021$1,901,000
+5.2%
240.0%0.00%
Q4 2020$1,807,000
+13.4%
24
-4.0%
0.00%
Q2 2020$1,594,000
+10.0%
250.0%0.00%
Q1 2020$1,449,000
-20.9%
25
+4.2%
0.00%
Q4 2019$1,833,000
+7.0%
240.0%0.00%
-100.0%
Q3 2019$1,713,000
+4.0%
240.0%0.00%0.0%
Q2 2019$1,647,000240.00%
Other shareholders
WISDOMTREE TR shareholders Q3 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