WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 84 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,588,288 | +15.3% | 66,535 | +11.3% | 1.65% | +22.8% |
| Q2 2023 | $3,980,454 | -0.1% | 59,758 | +0.3% | 1.34% | +3.0% |
| Q1 2023 | $3,982,618 | +12.0% | 59,584 | +5.8% | 1.30% | +16.3% |
| Q4 2022 | $3,555,433 | +24.8% | 56,293 | +12.4% | 1.12% | +15.0% |
| Q3 2022 | $2,850,000 | +13.6% | 50,078 | +18.5% | 0.98% | +29.8% |
| Q2 2022 | $2,509,000 | +57.1% | 42,276 | +74.4% | 0.75% | +77.4% |
| Q1 2022 | $1,597,000 | -15.2% | 24,234 | -8.2% | 0.42% | -14.5% |
| Q4 2021 | $1,883,000 | +36.0% | 26,398 | +46.5% | 0.50% | +29.5% |
| Q3 2021 | $1,385,000 | +13.7% | 18,019 | +9.2% | 0.38% | +17.5% |
| Q2 2021 | $1,218,000 | +10.0% | 16,495 | +13.6% | 0.33% | +7.2% |
| Q1 2021 | $1,107,000 | +30.2% | 14,515 | +23.9% | 0.30% | +21.1% |
| Q4 2020 | $850,000 | +12.1% | 11,717 | +8.2% | 0.25% | -3.5% |
| Q3 2020 | $758,000 | +2.7% | 10,830 | -6.1% | 0.26% | -0.4% |
| Q2 2020 | $738,000 | +64.4% | 11,533 | +49.3% | 0.26% | +17.6% |
| Q1 2020 | $449,000 | -3.9% | 7,725 | +21.6% | 0.22% | +35.4% |
| Q4 2019 | $467,000 | -7.2% | 6,354 | -13.0% | 0.16% | -9.9% |
| Q3 2019 | $503,000 | +4.1% | 7,307 | +0.0% | 0.18% | +10.3% |
| Q2 2019 | $483,000 | -15.4% | 7,306 | -12.8% | 0.16% | -7.8% |
| Q1 2019 | $571,000 | +18.7% | 8,378 | +12.1% | 0.18% | -0.6% |
| Q4 2018 | $481,000 | +6.7% | 7,474 | +28.3% | 0.18% | +18.4% |
| Q3 2018 | $451,000 | +12.2% | 5,825 | +11.4% | 0.15% | -1.3% |
| Q2 2018 | $402,000 | -19.8% | 5,228 | -15.2% | 0.15% | -18.9% |
| Q1 2018 | $501,000 | +60.6% | 6,163 | +58.6% | 0.19% | +63.8% |
| Q4 2017 | $312,000 | – | 3,885 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 391,837 | $18,546,000 | 1.93% |
| ROBERTS GLORE & CO INC /IL/ | 17,462 | $826,000 | 0.51% |
| LPL Financial LLC | 375,891 | $17,791,000 | 0.13% |
| BESSEMER GROUP INC | 160,000 | $7,573,000 | 0.07% |
| BRANDES INVESTMENT PARTNERS, LP | 111,989 | $5,300,000 | 0.07% |
| Hanson & Doremus Investment Management | 1,550 | $73,000 | 0.04% |
| HM PAYSON & CO | 11,710 | $554,000 | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,998 | $331,000 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 25,852 | $1,224,000 | 0.01% |
| HighTower Advisors, LLC | 7,000 | $331,000 | 0.01% |