Motley Fool Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 66 filers reported holding WISDOMTREE TR in Q3 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 2022$9,258,000
-19.4%
204,635
-1.7%
0.61%
-16.0%
Q2 2022$11,490,000
-20.5%
208,148
-3.3%
0.72%
+4.3%
Q1 2022$14,461,000
-12.0%
215,157
-2.5%
0.69%
-3.4%
Q4 2021$16,437,000
+2.8%
220,608
-0.9%
0.72%
+2.9%
Q3 2021$15,983,000
-2.8%
222,517
-0.6%
0.70%
+0.6%
Q2 2021$16,439,000
+5.8%
223,970
+0.4%
0.69%
-1.1%
Q1 2021$15,542,000
-27.9%
223,164
-33.2%
0.70%
-27.2%
Q4 2020$21,570,000
+24.7%
334,107
+2.7%
0.96%
+6.8%
Q3 2020$17,297,000
+12.0%
325,297
+4.3%
0.90%
+2.4%
Q2 2020$15,447,000
+21.3%
311,908
-0.4%
0.88%
-4.6%
Q1 2020$12,739,000
-39.9%
313,232
-3.4%
0.92%
-27.7%
Q4 2019$21,188,000
+16.7%
324,225
-0.2%
1.27%
+6.1%
Q3 2019$18,162,000
-4.2%
324,846
-0.0%
1.20%
+0.9%
Q2 2019$18,959,000
+0.3%
324,978
+0.5%
1.19%
-2.4%
Q1 2019$18,905,000
-4.1%
323,516
-12.4%
1.22%
-18.9%
Q4 2018$19,709,000
-13.4%
369,360
+2.7%
1.50%
+3.0%
Q3 2018$22,761,000
-11.3%
359,572
-8.5%
1.46%
-19.5%
Q2 2018$25,651,000
-2.4%
393,056
+4.6%
1.81%
-6.6%
Q1 2018$26,273,000
+6.2%
375,815
+7.2%
1.94%
+1.8%
Q4 2017$24,734,000
+23.6%
350,532
+21.7%
1.90%
+11.7%
Q3 2017$20,006,000
+10.6%
287,976
+2.8%
1.70%
+3.9%
Q2 2017$18,082,000
+14.9%
280,216
+5.2%
1.64%
+8.3%
Q1 2017$15,731,000
+12.3%
266,349
+3.9%
1.51%
+1.5%
Q4 2016$14,006,000
+19.2%
256,423
+20.7%
1.49%
+20.4%
Q3 2016$11,751,000
+9.7%
212,418
+1.2%
1.24%
+5.4%
Q2 2016$10,712,000
-3.9%
209,922
+7.4%
1.18%
-10.4%
Q1 2016$11,143,000
+12.1%
195,389
+10.1%
1.31%
+11.2%
Q4 2015$9,938,000
+30.7%
177,461
+25.7%
1.18%
+19.4%
Q3 2015$7,602,000141,1910.99%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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