WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,848,885 | -7.7% | 35,237 | -1.8% | 0.01% | -9.1% |
| Q2 2023 | $2,002,986 | -4.5% | 35,869 | -0.3% | 0.01% | -8.3% |
| Q1 2023 | $2,098,348 | +6.5% | 35,987 | -0.1% | 0.01% | -40.0% |
| Q4 2022 | $1,971,188 | +21.6% | 36,026 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $1,621,000 | -17.9% | 35,832 | +0.1% | 0.02% | -9.5% |
| Q2 2022 | $1,975,000 | -16.2% | 35,786 | +2.0% | 0.02% | +5.0% |
| Q1 2022 | $2,358,000 | +641.5% | 35,078 | +721.7% | 0.02% | +566.7% |
| Q4 2021 | $318,000 | -5.1% | 4,269 | -8.4% | 0.00% | 0.0% |
| Q3 2021 | $335,000 | – | 4,661 | – | 0.00% | – |
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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% |