WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $10,512,000 | -10.5% | 190,884 | -8.1% | 0.36% | -22.2% |
| Q4 2015 | $11,746,000 | +1.1% | 207,680 | -4.5% | 0.46% | -5.9% |
| Q3 2015 | $11,613,000 | -61.7% | 217,467 | -59.4% | 0.49% | -61.7% |
| Q2 2015 | $30,295,000 | +1.1% | 535,726 | -3.2% | 1.29% | -1.1% |
| Q1 2015 | $29,973,000 | +7.5% | 553,601 | -3.7% | 1.31% | -0.2% |
| Q4 2014 | $27,885,000 | -0.6% | 574,712 | +5.4% | 1.31% | -9.3% |
| Q3 2014 | $28,046,000 | -10.1% | 545,118 | -6.4% | 1.44% | -20.4% |
| Q2 2014 | $31,209,000 | +19.1% | 582,484 | +11.2% | 1.81% | +1.4% |
| Q1 2014 | $26,197,000 | +10.9% | 523,621 | +13.1% | 1.79% | +0.6% |
| Q4 2013 | $23,615,000 | +13.1% | 462,958 | +12.7% | 1.78% | -2.4% |
| Q3 2013 | $20,876,000 | +12.6% | 410,870 | +4.9% | 1.82% | -5.6% |
| Q2 2013 | $18,546,000 | – | 391,837 | – | 1.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 66,535 | $4,588,288 | 1.65% |
| Schoolcraft Capital LLC | 70,853 | $4,885,999 | 1.38% |
| Motley Fool Wealth Management, LLC | 284,454 | $19,584,638 | 1.13% |
| NKCFO LLC | 24,550 | $1,693 | 0.94% |
| Core Wealth Partners LLC | 3,500 | $241,360 | 0.22% |
| ROBERTS GLORE & CO INC /IL/ | 5,988 | $412,932 | 0.14% |
| 3EDGE Asset Management, LP | 22,678 | $1,494,303 | 0.11% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,405 | $441,660 | 0.11% |
| E&G Advisors, LP | 3,221 | $222,120 | 0.08% |
| Prospera Financial Services Inc | 26,919 | $1,856,278 | 0.07% |