Advisory Services Network, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$226,146
-6.0%
4,3100.0%0.01%0.0%
Q2 2023$240,678
-10.5%
4,310
-6.5%
0.01%
-14.3%
Q1 2023$268,802
+13.5%
4,610
+6.5%
0.01%0.0%
Q4 2022$236,919
+15.6%
4,330
-4.4%
0.01%0.0%
Q3 2022$205,000
-14.2%
4,530
+4.6%
0.01%
-12.5%
Q2 2022$239,000
-17.9%
4,3300.0%0.01%
-11.1%
Q1 2022$291,000
-9.9%
4,3300.0%0.01%0.0%
Q4 2021$323,000
+35.1%
4,330
+30.0%
0.01%
+12.5%
Q3 2021$239,000
-4.0%
3,330
-1.8%
0.01%0.0%
Q2 2021$249,000
+12.2%
3,390
+6.3%
0.01%0.0%
Q1 2021$222,000
-3.1%
3,190
-9.9%
0.01%
-11.1%
Q4 2020$229,000
+21.2%
3,540
-0.6%
0.01%0.0%
Q3 2020$189,000
-32.5%
3,560
-37.1%
0.01%
-40.0%
Q2 2020$280,000
+16.7%
5,657
-4.1%
0.02%
-6.2%
Q1 2020$240,000
-50.4%
5,901
-20.3%
0.02%
-36.0%
Q4 2019$484,000
-19.7%
7,403
-28.4%
0.02%
-32.4%
Q3 2019$603,0000.0%10,3330.0%0.04%0.0%
Q2 2019$603,000
-7.8%
10,333
-7.7%
0.04%
-19.6%
Q1 2019$654,000
-2.4%
11,198
-10.9%
0.05%
-20.7%
Q4 2018$670,000
-26.3%
12,567
-12.5%
0.06%
-12.1%
Q3 2018$909,000
+0.6%
14,361
+4.4%
0.07%
-4.3%
Q2 2018$904,000
+6.1%
13,756
+12.9%
0.07%
+1.5%
Q1 2018$852,000
+16.4%
12,183
+17.5%
0.07%
+6.2%
Q4 2017$732,000
+14.2%
10,368
+12.4%
0.06%
-12.3%
Q3 2017$641,000
+23.7%
9,224
+14.9%
0.07%
+7.4%
Q2 2017$518,000
+18.3%
8,026
+8.1%
0.07%
+6.2%
Q1 2017$438,000
-15.3%
7,422
-20.6%
0.06%
-34.0%
Q3 2016$517,000
-7.3%
9,353
-14.5%
0.10%
-23.6%
Q2 2016$558,000
+125.0%
10,942
+151.8%
0.13%
+86.8%
Q1 2016$248,000
-4.6%
4,345
-6.5%
0.07%
-19.0%
Q4 2015$260,000
+7.0%
4,645
+2.9%
0.08%
+15.1%
Q3 2015$243,000
+8.5%
4,515
+15.3%
0.07%
+10.6%
Q2 2015$224,000
-0.4%
3,9150.0%0.07%
+6.5%
Q1 2015$225,000
+14.8%
3,915
+3.3%
0.06%
+1.6%
Q4 2014$196,000
-42.9%
3,790
-42.1%
0.06%
-51.2%
Q3 2014$343,000
-12.1%
6,550
+1.6%
0.12%
-24.2%
Q2 2014$390,000
+47.2%
6,450
+52.1%
0.16%
+20.4%
Q1 2014$265,0004,2400.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders