WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 1 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,031 | -6.0% | 134 | 0.0% | 0.00% | – |
| Q2 2023 | $7,483 | +93437.5% | 134 | 0.0% | 0.00% | – |
| Q1 2023 | $8 | +14.3% | 134 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 134 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 134 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -22.2% | 134 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 134 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 134 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +125.0% | 134 | +119.7% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 61 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 61 | -12.9% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 70 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | +25.0% | 70 | +14.8% | 0.00% | – |
| Q1 2017 | $4,000 | +100.0% | 61 | +60.5% | 0.00% | – |
| Q2 2016 | $2,000 | -81.8% | 38 | -80.7% | 0.00% | -100.0% |
| Q1 2016 | $11,000 | +175.0% | 197 | +185.5% | 0.00% | – |
| Q3 2015 | $4,000 | – | 69 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
| Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
| Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
| Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
| Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
| TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
| St. Louis Trust Co | 3,970 | $218,985 | 0.04% |