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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $257,000 | -4.8% | 3,448 | -8.2% | 0.14% | -11.4% |
| Q3 2021 | $270,000 | -4.6% | 3,756 | -2.6% | 0.16% | -4.2% |
| Q2 2021 | $283,000 | +5.2% | 3,858 | 0.0% | 0.16% | -4.1% |
| Q1 2021 | $269,000 | +5.1% | 3,858 | -2.5% | 0.17% | -7.5% |
| Q4 2020 | $256,000 | +18.5% | 3,958 | -2.5% | 0.19% | +6.9% |
| Q3 2020 | $216,000 | +7.5% | 4,058 | 0.0% | 0.17% | -4.9% |
| Q2 2020 | $201,000 | -26.1% | 4,058 | -2.4% | 0.18% | -16.8% |
| Q4 2019 | $272,000 | +17.2% | 4,158 | 0.0% | 0.22% | +8.4% |
| Q3 2019 | $232,000 | -4.5% | 4,158 | 0.0% | 0.20% | -7.7% |
| Q2 2019 | $243,000 | -3.6% | 4,158 | -3.5% | 0.22% | -6.0% |
| Q1 2019 | $252,000 | +8.2% | 4,308 | -1.4% | 0.23% | -6.0% |
| Q4 2018 | $233,000 | -15.6% | 4,368 | +0.3% | 0.25% | +9.7% |
| Q3 2018 | $276,000 | -2.8% | 4,353 | 0.0% | 0.23% | -8.1% |
| Q2 2018 | $284,000 | -10.7% | 4,353 | -4.4% | 0.25% | -9.5% |
| Q1 2018 | $318,000 | -0.9% | 4,553 | 0.0% | 0.27% | -1.8% |
| Q4 2017 | $321,000 | – | 4,553 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 248,799 | $11,256,000 | 1.40% |
| Motley Fool Wealth Management, LLC | 204,635 | $9,258,000 | 0.61% |
| Hedges Asset Management LLC | 9,500 | $430,000 | 0.43% |
| Sovereign Financial Group, Inc. | 22,068 | $998,000 | 0.40% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $294,000 | 0.36% |
| Financial Planning & Information Services, Inc. | 16,226 | $734,000 | 0.18% |
| TFG Advisers LLC | 6,769 | $306,000 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $391,000 | 0.12% |
| Conservest Capital Advisors, Inc. | 18,224 | $824,000 | 0.12% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,670 | $211,000 | 0.05% |