WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,494,303 | -1.4% | 22,678 | -0.3% | 0.11% | 0.0% |
| Q2 2023 | $1,514,911 | -4.6% | 22,743 | -4.2% | 0.11% | -5.0% |
| Q1 2023 | $1,587,584 | +0.8% | 23,752 | -4.7% | 0.12% | -1.6% |
| Q4 2022 | $1,574,261 | +10.9% | 24,925 | 0.0% | 0.12% | +10.9% |
| Q3 2022 | $1,419,000 | -49.4% | 24,925 | -34.4% | 0.11% | -48.8% |
| Q2 2021 | $2,806,000 | +2.1% | 38,000 | +5.5% | 0.22% | -6.5% |
| Q1 2021 | $2,748,000 | +24.5% | 36,019 | +18.3% | 0.23% | +16.2% |
| Q4 2020 | $2,208,000 | +73.3% | 30,442 | +67.3% | 0.20% | +36.6% |
| Q3 2020 | $1,274,000 | +32.7% | 18,196 | +21.2% | 0.14% | +27.2% |
| Q2 2020 | $960,000 | – | 15,010 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 66,535 | $4,588,288 | 1.65% |
| Schoolcraft Capital LLC | 70,853 | $4,885,999 | 1.38% |
| Motley Fool Wealth Management, LLC | 284,454 | $19,584,638 | 1.13% |
| NKCFO LLC | 24,550 | $1,693 | 0.94% |
| Core Wealth Partners LLC | 3,500 | $241,360 | 0.22% |
| ROBERTS GLORE & CO INC /IL/ | 5,988 | $412,932 | 0.14% |
| 3EDGE Asset Management, LP | 22,678 | $1,494,303 | 0.11% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,405 | $441,660 | 0.11% |
| E&G Advisors, LP | 3,221 | $222,120 | 0.08% |
| Prospera Financial Services Inc | 26,919 | $1,856,278 | 0.07% |