UNITED CAPITAL FINANCIAL 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$224,000
+3.7%
2,9190.0%0.00%0.0%
Q2 2021$216,000
-3.1%
2,9190.0%0.00%0.0%
Q1 2021$223,000
+5.2%
2,9190.0%0.00%0.0%
Q4 2020$212,000
-28.6%
2,919
-31.2%
0.00%
-50.0%
Q3 2020$297,000
+9.6%
4,2440.0%0.00%0.0%
Q2 2020$271,000
-33.4%
4,244
-39.3%
0.00%
-33.3%
Q1 2020$407,000
-34.8%
6,996
-17.5%
0.00%
-25.0%
Q4 2019$624,000
+7.0%
8,4840.0%0.00%0.0%
Q3 2019$583,000
-0.2%
8,484
-4.0%
0.00%0.0%
Q2 2019$584,000
-9.0%
8,839
-6.0%
0.00%
-20.0%
Q1 2019$642,000
-0.6%
9,407
-6.3%
0.01%0.0%
Q4 2018$646,000
-34.7%
10,039
-21.5%
0.01%
-28.6%
Q3 2018$989,000
-15.6%
12,784
-16.0%
0.01%
-22.2%
Q2 2018$1,172,000
-8.0%
15,222
-2.9%
0.01%
-10.0%
Q1 2018$1,274,000
-6.6%
15,669
-7.6%
0.01%
-9.1%
Q4 2017$1,364,000
-5.9%
16,958
-12.2%
0.01%
-8.3%
Q3 2017$1,450,000
+2.7%
19,324
-4.1%
0.01%
-7.7%
Q2 2017$1,412,000
-8.0%
20,143
-12.5%
0.01%
-7.1%
Q1 2017$1,534,000
+2.7%
23,009
-4.6%
0.01%0.0%
Q4 2016$1,493,000
-13.3%
24,109
-13.9%
0.01%
-17.6%
Q3 2016$1,722,000
+21.1%
27,996
+10.2%
0.02%
+21.4%
Q2 2016$1,422,000
+12.2%
25,400
+10.4%
0.01%0.0%
Q1 2016$1,267,000
+18.4%
23,011
+21.7%
0.01%
+16.7%
Q4 2015$1,070,000
+23.1%
18,911
+16.2%
0.01%
+20.0%
Q3 2015$869,000
+38.8%
16,279
+47.1%
0.01%
+42.9%
Q2 2015$626,000
+18.8%
11,063
+15.8%
0.01%
+16.7%
Q1 2015$527,000
+19.2%
9,557
+4.7%
0.01%
+100.0%
Q4 2014$442,0009,1300.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 55,300$4,448,0004.63%
Migdal Insurance & Financial Holdings Ltd. 1,040,154$83,660,0002.08%
Mariner Wealth Advisors-Cincinnati, LLC 423,408$34,055,0002.06%
XPONANCE, INC. 39,014$3,324,0001.99%
Motley Fool Wealth Management, LLC 266,680$21,449,0001.65%
CUMBERLAND ADVISORS INC 28,130$2,262,0001.25%
RiverFront Investment Group, LLC 409,026$32,898,0000.78%
Ironsides Asset Advisors, LLC 25,140$2,022,0000.78%
Darwin Wealth Management, LLC 17,924$1,442,0000.62%
Vantage Investment Partners, LLC 78,450$6,310,0000.57%
View complete list of WISDOMTREE TR shareholders