WISDOMTREE TR's ticker is DXJS and the CUSIP is 97717W521. A total of 36 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,396 | +33.7% | 40 | +14.3% | 0.00% | – |
| Q4 2023 | $1,044 | +65.2% | 35 | +59.1% | 0.00% | – |
| Q3 2023 | $632 | -68.4% | 22 | -56.0% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 50 | +92.3% | 0.00% | – |
| Q2 2020 | $1,000 | -98.7% | 26 | -98.5% | 0.00% | -100.0% |
| Q3 2018 | $78,000 | +143.8% | 1,732 | +138.2% | 0.01% | +100.0% |
| Q1 2018 | $32,000 | +100.0% | 727 | +39.3% | 0.00% | +50.0% |
| Q3 2016 | $16,000 | +60.0% | 522 | +51.3% | 0.00% | +100.0% |
| Q2 2016 | $10,000 | – | 345 | +2775.0% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 12 | -97.8% | 0.00% | -100.0% |
| Q4 2015 | $19,000 | +46.2% | 551 | +37.8% | 0.00% | +200.0% |
| Q3 2015 | $13,000 | -53.6% | 400 | -49.6% | 0.00% | -50.0% |
| Q2 2015 | $28,000 | -49.1% | 793 | -51.1% | 0.00% | -71.4% |
| Q1 2015 | $55,000 | +587.5% | 1,622 | +496.3% | 0.01% | +600.0% |
| Q4 2014 | $8,000 | -79.5% | 272 | -78.2% | 0.00% | -75.0% |
| Q3 2014 | $39,000 | -15.2% | 1,245 | -16.9% | 0.00% | -33.3% |
| Q2 2014 | $46,000 | – | 1,499 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Balentine LLC | 1,063,304 | $36,168,000 | 7.45% |
| VICUS CAPITAL | 225,030 | $7,654,000 | 1.94% |
| Bellecapital International Ltd. | 41,375 | $1,407,000 | 1.80% |
| NOTTINGHAM ADVISORS, INC. | 233,747 | $7,951,000 | 1.48% |
| Hillview Capital Advisors, LLC | 16,086 | $551,000 | 0.95% |
| Community Bank, N.A. | 32,700 | $1,112,000 | 0.27% |
| HAMEL ASSOCIATES, INC. | 6,950 | $236,000 | 0.15% |
| BAROMETER CAPITAL MANAGEMENT INC. | 29,000 | $986,000 | 0.10% |
| Stanford Investment Group, Inc. | 4,785 | $163,000 | 0.09% |
| First Allied Advisory Services, Inc. | 48,554 | $1,656,000 | 0.09% |