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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $323,000 | – | 4,573 | – | 0.12% | – |
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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% |