IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 73 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
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$32
-99.9%
455
-41.3%
0.00%0.0%
Q3 2022$54,0000.0%7750.0%0.00%
-50.0%
Q2 2022$54,0000.0%7750.0%0.00%
+100.0%
Q1 2022$54,0007750.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$00
-100.0%
0.00%
Q4 2019$030.0%0.00%
Q3 2019$0
-100.0%
3
-99.4%
0.00%
-100.0%
Q1 2019$30,000
-64.3%
502
-68.4%
0.00%
-20.0%
Q4 2018$84,000
-36.4%
1,587
-23.9%
0.01%0.0%
Q3 2018$132,000
-2.9%
2,086
+0.2%
0.01%
-16.7%
Q2 2018$136,000
-47.3%
2,081
-43.1%
0.01%
-50.0%
Q1 2018$258,0000.0%3,6590.0%0.01%0.0%
Q4 2017$258,000
+20.6%
3,659
+18.6%
0.01%
+50.0%
Q3 2017$214,000
+296.3%
3,086
+267.8%
0.01%
+300.0%
Q2 2017$54,000
+25.6%
839
+14.3%
0.00%0.0%
Q1 2017$43,000
-56.6%
734
-59.4%
0.00%
-60.0%
Q4 2016$99,000
-18.9%
1,809
-17.9%
0.01%
-16.7%
Q3 2016$122,000
+4.3%
2,203
-3.7%
0.01%
-14.3%
Q2 2016$117,000
+290.0%
2,288
+355.8%
0.01%
+75.0%
Q1 2016$30,000
-97.0%
502
-97.2%
0.00%
-94.1%
Q4 2015$1,016,00018,1390.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders