WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 138 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,998 | -19.3% | 4,250 | -14.1% | 0.00% | – |
| Q2 2023 | $276,416 | -4.2% | 4,950 | 0.0% | 0.00% | – |
| Q1 2023 | $288,627 | +6.6% | 4,950 | 0.0% | 0.00% | – |
| Q4 2022 | $270,843 | +13.8% | 4,950 | -5.7% | 0.00% | – |
| Q3 2022 | $238,000 | -17.9% | 5,250 | 0.0% | 0.00% | – |
| Q2 2022 | $290,000 | -17.8% | 5,250 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $353,000 | -14.3% | 5,250 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $412,000 | +2.2% | 5,524 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $403,000 | -2.2% | 5,615 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $412,000 | -0.2% | 5,615 | -5.4% | 0.00% | 0.0% |
| Q1 2021 | $413,000 | -0.5% | 5,935 | -7.8% | 0.00% | 0.0% |
| Q4 2020 | $415,000 | +12.5% | 6,435 | -7.2% | 0.00% | 0.0% |
| Q3 2020 | $369,000 | +16.8% | 6,934 | +43.4% | 0.00% | 0.0% |
| Q4 2019 | $316,000 | +15.3% | 4,837 | -1.4% | 0.00% | 0.0% |
| Q3 2019 | $274,000 | -4.2% | 4,906 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $286,000 | +20.2% | 4,906 | +30.7% | 0.00% | 0.0% |
| Q3 2018 | $238,000 | -22.0% | 3,753 | -19.8% | 0.00% | 0.0% |
| Q2 2018 | $305,000 | -6.7% | 4,681 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $327,000 | +11.2% | 4,681 | +12.4% | 0.00% | 0.0% |
| Q4 2017 | $294,000 | -54.6% | 4,165 | -55.4% | 0.00% | -66.7% |
| Q3 2017 | $648,000 | +147.3% | 9,333 | +129.6% | 0.00% | +200.0% |
| Q2 2017 | $262,000 | -82.4% | 4,065 | -83.9% | 0.00% | -87.5% |
| Q1 2017 | $1,492,000 | +485.1% | 25,265 | +441.6% | 0.01% | +300.0% |
| Q4 2016 | $255,000 | -10.8% | 4,665 | -9.7% | 0.00% | 0.0% |
| Q3 2016 | $286,000 | -78.7% | 5,165 | -80.4% | 0.00% | -80.0% |
| Q2 2016 | $1,345,000 | +1560.5% | 26,365 | +1751.5% | 0.01% | +900.0% |
| Q1 2016 | $81,000 | 0.0% | 1,424 | -1.8% | 0.00% | 0.0% |
| Q4 2015 | $81,000 | -59.5% | 1,450 | -61.0% | 0.00% | -50.0% |
| Q3 2015 | $200,000 | -93.4% | 3,716 | -93.0% | 0.00% | -92.9% |
| Q2 2015 | $3,052,000 | -23.3% | 53,400 | -25.3% | 0.03% | -24.3% |
| Q1 2015 | $3,980,000 | +114.0% | 71,514 | +97.9% | 0.04% | +94.7% |
| Q4 2014 | $1,860,000 | +511.8% | 36,129 | +522.2% | 0.02% | +375.0% |
| Q3 2014 | $304,000 | -16.9% | 5,807 | -4.1% | 0.00% | -20.0% |
| Q2 2014 | $366,000 | -75.9% | 6,057 | -75.0% | 0.01% | -78.3% |
| Q1 2014 | $1,516,000 | +1006.6% | 24,241 | +922.0% | 0.02% | +1050.0% |
| Q4 2013 | $137,000 | +101.5% | 2,372 | +75.6% | 0.00% | +100.0% |
| Q3 2013 | $68,000 | – | 1,351 | – | 0.00% | – |
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% |