WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,968 | +244.4% | 75,621 | +259.3% | 0.19% | +220.7% |
| Q4 2022 | $1,152 | -99.8% | 21,048 | +111.2% | 0.06% | +100.0% |
| Q2 2022 | $550,000 | -11.6% | 9,965 | +7.7% | 0.03% | +38.1% |
| Q1 2022 | $622,000 | -57.1% | 9,254 | -52.4% | 0.02% | -46.2% |
| Q4 2021 | $1,450,000 | -76.8% | 19,452 | -77.7% | 0.04% | -84.5% |
| Q3 2021 | $6,253,000 | +543.3% | 87,052 | +557.3% | 0.25% | +412.2% |
| Q2 2021 | $972,000 | +178.5% | 13,243 | +101.6% | 0.05% | +88.5% |
| Q3 2020 | $349,000 | -43.5% | 6,569 | -56.8% | 0.03% | -23.5% |
| Q1 2020 | $618,000 | +110.2% | 15,196 | +202.0% | 0.03% | +78.9% |
| Q2 2019 | $294,000 | -0.3% | 5,031 | -8.9% | 0.02% | +5.6% |
| Q4 2018 | $295,000 | -68.3% | 5,523 | -62.4% | 0.02% | -83.5% |
| Q3 2018 | $931,000 | -2.5% | 14,700 | +0.4% | 0.11% | +17.2% |
| Q2 2018 | $955,000 | +172.9% | 14,636 | +128.2% | 0.09% | +342.9% |
| Q4 2016 | $350,000 | -62.5% | 6,414 | -62.0% | 0.02% | -75.9% |
| Q3 2016 | $934,000 | +153.1% | 16,882 | +133.6% | 0.09% | +171.9% |
| Q2 2016 | $369,000 | +81.8% | 7,226 | +91.9% | 0.03% | -37.3% |
| Q3 2015 | $203,000 | +26.1% | 3,766 | +33.6% | 0.05% | +64.5% |
| Q2 2015 | $161,000 | -66.3% | 2,819 | -69.6% | 0.03% | -42.6% |
| Q4 2014 | $478,000 | -14.0% | 9,285 | -12.5% | 0.05% | -21.7% |
| Q3 2014 | $556,000 | – | 10,609 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 248,799 | $11,256,000 | 1.40% |
| Motley Fool Wealth Management, LLC | 204,635 | $9,258,000 | 0.61% |
| Hedges Asset Management LLC | 9,500 | $430,000 | 0.43% |
| Sovereign Financial Group, Inc. | 22,068 | $998,000 | 0.40% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $294,000 | 0.36% |
| Financial Planning & Information Services, Inc. | 16,226 | $734,000 | 0.18% |
| TFG Advisers LLC | 6,769 | $306,000 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $391,000 | 0.12% |
| Conservest Capital Advisors, Inc. | 18,224 | $824,000 | 0.12% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,670 | $211,000 | 0.05% |