Motley Fool Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 44 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Motley Fool Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$19,584,638
+3.8%
284,454
+0.4%
1.13%
+1.9%
Q2 2023$18,865,283
-1.4%
283,209
-1.0%
1.11%
-6.9%
Q1 2023$19,126,384
+5.5%
286,152
-0.3%
1.19%
-5.2%
Q4 2022$18,122,749
+6.9%
286,971
-3.7%
1.26%
+13.4%
Q3 2022$16,957,000
-5.6%
297,914
-1.6%
1.11%
-1.6%
Q2 2022$17,968,000
-12.9%
302,803
-3.2%
1.13%
+14.5%
Q1 2022$20,621,000
-9.5%
312,872
-2.0%
0.98%
-0.7%
Q4 2021$22,781,000
-8.4%
319,332
-1.3%
0.99%
-8.2%
Q3 2021$24,857,000
+3.4%
323,485
-0.6%
1.08%
+6.9%
Q2 2021$24,039,000
-2.8%
325,596
+0.4%
1.01%
-9.0%
Q1 2021$24,730,000
+5.4%
324,227
+0.2%
1.11%
+6.4%
Q4 2020$23,459,000
+6.4%
323,445
+2.7%
1.04%
-8.9%
Q3 2020$22,045,000
+14.1%
314,911
+4.2%
1.15%
+4.4%
Q2 2020$19,325,000
+9.6%
302,147
-0.4%
1.10%
-13.7%
Q1 2020$17,630,000
-23.8%
303,229
-3.5%
1.27%
-8.3%
Q4 2019$23,125,000
+6.9%
314,289
-0.1%
1.39%
-2.8%
Q3 2019$21,626,000
+4.0%
314,468
-0.0%
1.43%
+9.5%
Q2 2019$20,797,000
-2.6%
314,581
+0.5%
1.30%
-5.1%
Q1 2019$21,356,000
+8.2%
313,141
+2.2%
1.37%
-8.6%
Q4 2018$19,738,000
-14.2%
306,545
+3.1%
1.50%
+2.2%
Q3 2018$22,997,000
+4.1%
297,267
+3.6%
1.47%
-5.6%
Q2 2018$22,094,000
-5.0%
286,970
+0.4%
1.56%
-9.0%
Q1 2018$23,251,000
+8.4%
285,890
+7.2%
1.72%
+3.9%
Q4 2017$21,449,000
+13.1%
266,680
+5.5%
1.65%
+2.1%
Q3 2017$18,972,000
+10.0%
252,889
+2.8%
1.62%
+3.3%
Q2 2017$17,253,000
+10.6%
246,079
+5.2%
1.56%
+4.2%
Q1 2017$15,599,000
+11.7%
233,901
+3.7%
1.50%
+0.9%
Q4 2016$13,963,000
+5.3%
225,500
+4.5%
1.49%
+6.4%
Q3 2016$13,265,000
+11.9%
215,689
+1.2%
1.40%
+7.5%
Q2 2016$11,859,000
+8.6%
213,028
+7.4%
1.30%
+1.2%
Q1 2016$10,920,000
+7.2%
198,296
+10.1%
1.29%
+6.4%
Q4 2015$10,185,000
+33.1%
180,079
+25.7%
1.21%
+21.6%
Q3 2015$7,651,000143,2820.99%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 116,342$6,903,7322.21%
Motley Fool Wealth Management, LLC 302,803$17,968,0001.13%
Barry Investment Advisors, LLC 42,276$2,509,0000.75%
ROBERTS GLORE & CO INC /IL/ 7,789$462,0000.15%
Lansing Street Advisors 2,305$137,0000.11%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,643$353,0000.09%
E&G Advisors, LP 3,908$232,0000.08%
Paragon Capital Management Ltd 4,000$237,0000.07%
Cornerstone Capital, Inc. 6,022$357,0000.05%
WINTRUST INVESTMENTS LLC 6,350$377,0000.04%
View complete list of WISDOMTREE TR shareholders