WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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 | $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 ↓ |
|---|---|---|---|
| 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% |