WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,495 | +85.4% | 4,272 | +79.0% | 0.00% | – |
| Q2 2023 | $158,878 | -58.2% | 2,387 | -58.1% | 0.00% | -100.0% |
| Q1 2023 | $380,492 | +4.8% | 5,694 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $363,000 | +10.0% | 5,772 | -0.6% | 0.00% | 0.0% |
| Q3 2022 | $330,000 | +385.3% | 5,806 | +403.6% | 0.00% | – |
| Q2 2022 | $68,000 | -70.9% | 1,153 | -67.5% | 0.00% | – |
| Q1 2022 | $234,000 | -27.8% | 3,552 | -22.0% | 0.00% | -100.0% |
| Q4 2021 | $324,000 | -10.2% | 4,552 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $361,000 | +5.9% | 4,695 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $341,000 | -3.4% | 4,626 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $353,000 | +2.0% | 4,625 | -2.9% | 0.00% | 0.0% |
| Q4 2020 | $346,000 | -23.8% | 4,763 | -26.5% | 0.00% | 0.0% |
| Q3 2020 | $454,000 | +0.2% | 6,483 | -8.5% | 0.00% | -50.0% |
| Q2 2020 | $453,000 | +9.2% | 7,088 | -0.9% | 0.00% | 0.0% |
| Q1 2020 | $415,000 | – | 7,155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 545,118 | $28,046,000 | 1.44% |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 30,000 | $1,544,000 | 1.26% |
| RiverFront Investment Group, LLC | 654,890 | $33,694,000 | 0.83% |
| ROBERTS GLORE & CO INC /IL/ | 13,518 | $696,000 | 0.48% |
| Cetera Advisors LLC | 33,518 | $1,722,000 | 0.13% |
| LPL Financial LLC | 432,761 | $21,984,000 | 0.13% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 59,868 | $3,080,000 | 0.12% |
| Brookstone Capital Management | 11,372 | $585,000 | 0.11% |
| Private Advisor Group, LLC | 30,247 | $1,556,000 | 0.11% |
| BESSEMER GROUP INC | 320,000 | $16,464,000 | 0.05% |