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 | $1,141,642 | -23.1% | 21,758 | -18.1% | 0.02% | -21.9% |
| Q2 2023 | $1,483,993 | +152.6% | 26,575 | +163.7% | 0.03% | +166.7% |
| Q1 2023 | $587,516 | -81.0% | 10,076 | -82.2% | 0.01% | -86.4% |
| Q4 2022 | $3,092,586 | +12.7% | 56,521 | +13.7% | 0.09% | +14.3% |
| Q2 2022 | $2,744,000 | +130.6% | 49,709 | +180.8% | 0.08% | +133.3% |
| Q1 2022 | $1,190,000 | -47.3% | 17,701 | -41.6% | 0.03% | -64.5% |
| Q4 2021 | $2,258,000 | +3.8% | 30,300 | 0.0% | 0.09% | +5.7% |
| Q3 2021 | $2,176,000 | -1.8% | 30,300 | +0.3% | 0.09% | +17.3% |
| Q2 2021 | $2,217,000 | +8.1% | 30,200 | +2.5% | 0.08% | -34.2% |
| Q1 2021 | $2,051,000 | +547.0% | 29,451 | +394.1% | 0.11% | +356.0% |
| Q3 2020 | $317,000 | -50.4% | 5,961 | -34.2% | 0.02% | -39.0% |
| Q4 2017 | $639,000 | -58.7% | 9,058 | -59.3% | 0.04% | -37.9% |
| Q3 2017 | $1,546,000 | +590.2% | 22,260 | +486.4% | 0.07% | +407.7% |
| Q2 2017 | $224,000 | 0.0% | 3,796 | 0.0% | 0.01% | -48.0% |
| Q1 2017 | $224,000 | -35.4% | 3,796 | -41.1% | 0.02% | -47.9% |
| Q3 2015 | $347,000 | +16.1% | 6,443 | +23.0% | 0.05% | +29.7% |
| Q2 2015 | $299,000 | -11.8% | 5,237 | -14.0% | 0.04% | -53.2% |
| Q1 2015 | $339,000 | -75.3% | 6,086 | -77.1% | 0.08% | -66.7% |
| Q4 2014 | $1,370,000 | – | 26,610 | – | 0.24% | – |
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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% |