Asset Dedication, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 96 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$3,756
+93800.0%
500.0%0.00%
Q1 2024$4
-50.0%
50
-50.0%
0.00%
-100.0%
Q4 2023$8
+33.3%
1000.0%0.00%0.0%
Q3 2023$60.0%1000.0%0.00%0.0%
Q2 2023$6
+100.0%
100
+100.0%
0.00%
Q1 2023$30.0%500.0%0.00%
Q4 2022$3
-99.9%
500.0%0.00%
Q3 2022$3,0000.0%500.0%0.00%
Q2 2022$3,0000.0%500.0%0.00%
Q1 2022$3,000
-25.0%
500.0%0.00%
Q4 2021$4,0000.0%500.0%0.00%
-100.0%
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,0000.0%500.0%0.00%0.0%
Q1 2021$4,0000.0%500.0%0.00%0.0%
Q4 2020$4,0000.0%500.0%0.00%0.0%
Q3 2020$4,000
+33.3%
500.0%0.00%0.0%
Q2 2020$3,0000.0%500.0%0.00%0.0%
Q1 2020$3,000
-25.0%
500.0%0.00%0.0%
Q4 2019$4,000
+33.3%
500.0%0.00%0.0%
Q3 2019$3,0000.0%500.0%0.00%0.0%
Q2 2019$3,0000.0%500.0%0.00%0.0%
Q1 2019$3,0000.0%500.0%0.00%0.0%
Q4 2018$3,000
-25.0%
500.0%0.00%
-50.0%
Q3 2018$4,0000.0%500.0%0.00%
+100.0%
Q2 2018$4,0000.0%500.0%0.00%
-50.0%
Q1 2018$4,000500.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 55,809$4,047,6831.70%
Motley Fool Wealth Management, LLC 323,445$23,459,0001.04%
Barry Investment Advisors, LLC 11,717$850,0000.25%
ROBERTS GLORE & CO INC /IL/ 10,409$754,0000.25%
3EDGE Asset Management, LP 30,442$2,208,0000.20%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,410$320,0000.17%
E&G Advisors, LP 4,190$304,0000.09%
Cornerstone Capital, Inc. 4,950$359,0000.05%
OLD MISSION CAPITAL, LLC 8,187$593,0000.04%
Belpointe Asset Management LLC 5,080$368,0000.03%
View complete list of WISDOMTREE TR shareholders