WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,175 | -4.1% | 2,500 | 0.0% | 0.03% | -12.1% |
| Q2 2023 | $136,790 | 0.0% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $136,790 | +0.0% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $136,789 | +14.9% | 2,500 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $119,000 | -14.4% | 2,500 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $139,000 | -17.3% | 2,500 | 0.0% | 0.04% | -10.3% |
| Q1 2022 | $168,000 | -9.7% | 2,500 | 0.0% | 0.04% | -11.4% |
| Q4 2021 | $186,000 | +3.3% | 2,500 | 0.0% | 0.04% | -6.4% |
| Q3 2021 | $180,000 | -2.2% | 2,500 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $184,000 | +5.7% | 2,500 | 0.0% | 0.05% | -4.0% |
| Q1 2021 | $174,000 | +8.1% | 2,500 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $161,000 | +21.1% | 2,500 | 0.0% | 0.05% | +96.2% |
| Q3 2020 | $133,000 | +7.3% | 2,500 | 0.0% | 0.03% | -44.7% |
| Q2 2020 | $124,000 | +21.6% | 2,500 | 0.0% | 0.05% | -4.1% |
| Q1 2020 | $102,000 | -37.4% | 2,500 | 0.0% | 0.05% | -25.8% |
| Q4 2019 | $163,000 | +16.4% | 2,500 | 0.0% | 0.07% | +37.5% |
| Q3 2019 | $140,000 | -4.1% | 2,500 | 0.0% | 0.05% | -17.2% |
| Q2 2019 | $146,000 | 0.0% | 2,500 | 0.0% | 0.06% | -4.9% |
| Q1 2019 | $146,000 | +9.8% | 2,500 | 0.0% | 0.06% | -6.2% |
| Q4 2018 | $133,000 | – | 2,500 | – | 0.06% | – |
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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% |