Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 118 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$222,998
-19.3%
4,250
-14.1%
0.00%
Q2 2023$276,416
-4.2%
4,9500.0%0.00%
Q1 2023$288,627
+6.6%
4,9500.0%0.00%
Q4 2022$270,843
+13.8%
4,950
-5.7%
0.00%
Q3 2022$238,000
-17.9%
5,2500.0%0.00%
Q2 2022$290,000
-17.8%
5,2500.0%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%
5,6150.0%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%
4,9060.0%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%
4,6810.0%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$81,0000.0%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$68,0001,3510.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
White Pine Investment CO 66,413$3,713,0001.69%
PERRITT CAPITAL MANAGEMENT INC 58,421$3,266,0001.39%
NOESIS CAPITAL MANGEMENT CORP 71,302$3,986,000,0001.29%
Motley Fool Wealth Management, LLC 324,846$18,162,0001.20%
COURIER CAPITAL LLC 161,719$8,820,0001.15%
Financial Planning & Information Services, Inc. 22,422$1,254,0000.53%
IMA Wealth, Inc. 24,284$1,358,0000.51%
TFG Advisers LLC 13,248$740,0000.49%
GARRISON BRADFORD & ASSOCIATES INC 6,400$358,0000.49%
Bell Rock Capital LLC 5,422$298,0000.26%
View complete list of WISDOMTREE TR shareholders