Barry Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Barry Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$234,000
-10.7%
3,141
-13.9%
0.06%
-15.1%
Q3 2021$262,000
-1.9%
3,649
+0.4%
0.07%
+2.8%
Q2 2021$267,000
+6.8%
3,634
+1.1%
0.07%
+2.9%
Q1 2021$250,000
+7.8%
3,595
+0.2%
0.07%
+1.5%
Q4 2020$232,000
+8.9%
3,589
-16.4%
0.07%
-9.3%
Q2 2020$213,000
-30.2%
4,295
-9.2%
0.08%
-29.9%
Q4 2019$305,000
+15.1%
4,731
-0.1%
0.11%
+11.5%
Q3 2019$265,000
-5.0%
4,738
-0.8%
0.10%0.0%
Q2 2019$279,000
-25.2%
4,777
-25.2%
0.10%
-17.9%
Q1 2019$373,000
+8.7%
6,389
-0.6%
0.12%
-8.6%
Q4 2018$343,000
-16.9%
6,429
-1.4%
0.13%
-7.9%
Q3 2018$413,000
+2.2%
6,519
+5.3%
0.14%
-10.3%
Q2 2018$404,000
-14.2%
6,190
-8.0%
0.16%
-13.4%
Q1 2018$471,000
+45.8%
6,731
+47.2%
0.18%
+49.2%
Q4 2017$323,0004,5730.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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