WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $637,458 | +7.3% | 12,149 | +14.2% | 0.00% | 0.0% |
Q2 2023 | $593,932 | +19.8% | 10,636 | +25.1% | 0.00% | +100.0% |
Q1 2023 | $495,914 | +126086.8% | 8,505 | +18.6% | 0.00% | 0.0% |
Q4 2022 | $393 | -99.9% | 7,173 | +10.2% | 0.00% | 0.0% |
Q3 2022 | $294,000 | -5.2% | 6,507 | +16.1% | 0.00% | 0.0% |
Q2 2022 | $310,000 | -13.9% | 5,607 | +4.9% | 0.00% | 0.0% |
Q1 2022 | $360,000 | +6.5% | 5,347 | +18.0% | 0.00% | 0.0% |
Q4 2021 | $338,000 | +5.3% | 4,531 | +1.3% | 0.00% | 0.0% |
Q3 2021 | $321,000 | +3.2% | 4,473 | +5.6% | 0.00% | 0.0% |
Q2 2021 | $311,000 | +22.4% | 4,234 | +16.1% | 0.00% | 0.0% |
Q1 2021 | $254,000 | +7.2% | 3,646 | -0.7% | 0.00% | 0.0% |
Q4 2020 | $237,000 | +10.7% | 3,671 | -8.6% | 0.00% | 0.0% |
Q3 2020 | $214,000 | -4.5% | 4,018 | -11.3% | 0.00% | 0.0% |
Q2 2020 | $224,000 | -16.1% | 4,530 | -31.1% | 0.00% | 0.0% |
Q1 2020 | $267,000 | -24.6% | 6,570 | +21.2% | 0.00% | 0.0% |
Q4 2019 | $354,000 | +22.5% | 5,423 | +4.8% | 0.00% | 0.0% |
Q3 2019 | $289,000 | -3.0% | 5,173 | +1.4% | 0.00% | 0.0% |
Q2 2019 | $298,000 | +0.3% | 5,103 | +0.5% | 0.00% | -50.0% |
Q1 2019 | $297,000 | +7.2% | 5,077 | -2.3% | 0.00% | 0.0% |
Q4 2018 | $277,000 | -7.7% | 5,197 | +10.0% | 0.00% | 0.0% |
Q3 2018 | $300,000 | +10.7% | 4,725 | +14.0% | 0.00% | 0.0% |
Q2 2018 | $271,000 | -7.8% | 4,146 | -1.3% | 0.00% | 0.0% |
Q1 2018 | $294,000 | +18.1% | 4,202 | +19.2% | 0.00% | 0.0% |
Q4 2017 | $249,000 | +7.8% | 3,524 | +5.9% | 0.00% | 0.0% |
Q3 2017 | $231,000 | -88.2% | 3,328 | -89.0% | 0.00% | -86.7% |
Q2 2017 | $1,960,000 | +585.3% | 30,374 | +486.9% | 0.02% | +400.0% |
Q3 2016 | $286,000 | +11.7% | 5,175 | +3.2% | 0.00% | +50.0% |
Q2 2016 | $256,000 | -4.8% | 5,015 | +6.1% | 0.00% | -33.3% |
Q1 2016 | $269,000 | +7.2% | 4,725 | +5.6% | 0.00% | 0.0% |
Q4 2015 | $251,000 | -14.3% | 4,475 | -17.9% | 0.00% | 0.0% |
Q3 2015 | $293,000 | -5.8% | 5,450 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $311,000 | – | 5,450 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COURIER CAPITAL LLC | 262,911 | $13,794,938 | 1.14% |
Virtus Family Office LLC | 8,315 | $436,288 | 0.79% |
Hedges Asset Management LLC | 10,500 | $550,935 | 0.48% |
FLOW TRADERS U.S. LLC | 75,621 | $3,968 | 0.19% |
Sovereign Financial Group, Inc. | 7,593 | $398,405 | 0.14% |
Financial Planning & Information Services, Inc. | 13,316 | $698,691 | 0.13% |
TFG Advisers LLC | 5,063 | $265,651 | 0.12% |
Conservest Capital Advisors, Inc. | 15,998 | $839,407 | 0.10% |
St. Louis Trust Co | 3,970 | $208,306 | 0.04% |
FinTrust Capital Advisors, LLC | 2,500 | $131,175 | 0.03% |