WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 49 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,618,969 | -4.0% | 74,800 | -1.2% | 1.89% | -3.0% |
| Q1 2024 | $5,850,328 | +5.9% | 75,683 | +2.6% | 1.95% | +4.3% |
| Q4 2023 | $5,526,865 | +20.5% | 73,744 | +10.8% | 1.87% | +13.2% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Schoolcraft Capital LLC | 123,876 | $7,051,043 | 2.39% |
| Motley Fool Wealth Management, LLC | 297,914 | $16,957,000 | 1.11% |
| Barry Investment Advisors, LLC | 50,078 | $2,850,000 | 0.98% |
| ROBERTS GLORE & CO INC /IL/ | 7,789 | $443,000 | 0.16% |
| 3EDGE Asset Management, LP | 24,925 | $1,419,000 | 0.11% |
| Lansing Street Advisors | 2,305 | $131,000 | 0.10% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,693 | $324,000 | 0.10% |
| E&G Advisors, LP | 3,661 | $208,000 | 0.08% |
| Paragon Capital Management Ltd | 4,200 | $239,000 | 0.07% |
| Vontobel Holding Ltd. | 84,267 | $4,796,000 | 0.06% |