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 | $82,377 | +1.7% | 1,570 | +8.3% | 0.00% | – |
| Q2 2023 | $80,969 | -59.4% | 1,450 | -57.6% | 0.00% | – |
| Q1 2023 | $199,465 | -9.7% | 3,421 | -15.5% | 0.00% | – |
| Q4 2022 | $220,844 | +1.8% | 4,048 | -15.2% | 0.00% | – |
| Q3 2022 | $217,000 | -23.0% | 4,776 | -6.7% | 0.00% | -100.0% |
| Q2 2022 | $282,000 | -25.4% | 5,120 | -9.0% | 0.00% | 0.0% |
| Q1 2022 | $378,000 | -91.3% | 5,626 | -90.3% | 0.00% | -87.5% |
| Q4 2021 | $4,342,000 | +5.3% | 58,284 | +1.6% | 0.01% | -11.1% |
| Q3 2021 | $4,123,000 | +610.9% | 57,392 | +625.7% | 0.01% | +800.0% |
| Q2 2021 | $580,000 | +15.3% | 7,909 | +9.5% | 0.00% | 0.0% |
| Q1 2021 | $503,000 | +8.4% | 7,222 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $464,000 | -28.7% | 7,192 | -41.2% | 0.00% | -50.0% |
| Q3 2020 | $651,000 | +1.2% | 12,226 | -6.0% | 0.00% | 0.0% |
| Q2 2020 | $643,000 | +3.5% | 13,004 | -14.9% | 0.00% | -33.3% |
| Q1 2020 | $621,000 | – | 15,275 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 229,063 | $12,644,000 | 1.48% |
| Motley Fool Wealth Management, LLC | 208,148 | $11,490,000 | 0.72% |
| Sovereign Financial Group, Inc. | 23,210 | $1,281,000 | 0.50% |
| Hedges Asset Management LLC | 9,500 | $525,000 | 0.50% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $359,000 | 0.41% |
| TFG Advisers LLC | 7,128 | $393,000 | 0.21% |
| Financial Planning & Information Services, Inc. | 14,195 | $784,000 | 0.19% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $478,000 | 0.13% |
| Conservest Capital Advisors, Inc. | 18,242 | $1,007,000 | 0.12% |
| OLD MISSION CAPITAL LLC | 49,709 | $2,744,000 | 0.08% |