Baird Financial Group, Inc. - WISDOMTREE TR ownership

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
Baird Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
5,4500.0%0.00%0.0%
Q2 2015$311,0005,4500.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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