Conservest Capital Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 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
Conservest Capital Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$839,407
-5.7%
15,998
+0.3%
0.10%
-1.9%
Q2 2023$890,565
-3.6%
15,948
+0.7%
0.10%
-6.4%
Q1 2023$923,380
+6.8%
15,836
+0.3%
0.11%0.0%
Q4 2022$864,276
+4.9%
15,796
-13.3%
0.11%
-5.2%
Q3 2022$824,000
-18.2%
18,224
-0.1%
0.12%
-7.2%
Q2 2022$1,007,000
-18.3%
18,242
-0.5%
0.12%
-8.8%
Q1 2022$1,233,000
-9.4%
18,339
+0.4%
0.14%
-6.2%
Q4 2021$1,361,000
-1.2%
18,266
-4.8%
0.15%
-5.8%
Q3 2021$1,378,000
-1.1%
19,183
+1.1%
0.16%
-1.3%
Q2 2021$1,393,000
+2.5%
18,975
-2.8%
0.16%
+0.6%
Q1 2021$1,359,000
+4.9%
19,517
-2.7%
0.16%
+0.6%
Q4 2020$1,295,000
+9.7%
20,058
-9.7%
0.16%
-2.5%
Q3 2020$1,181,000
-0.4%
22,212
-7.2%
0.16%
-6.5%
Q2 2020$1,186,000
+12.8%
23,941
-7.3%
0.17%
-2.3%
Q1 2020$1,051,000
-48.0%
25,840
-16.5%
0.17%
-34.1%
Q4 2019$2,021,000
+13.2%
30,928
-3.2%
0.26%
+1.9%
Q3 2019$1,786,000
-10.1%
31,939
-6.2%
0.26%
-11.3%
Q2 2019$1,987,000
-7.5%
34,065
-7.3%
0.29%
-9.3%
Q1 2019$2,147,000
-20.3%
36,735
-27.2%
0.32%
-27.5%
Q4 2018$2,694,000
-31.0%
50,494
-18.2%
0.44%
-22.4%
Q3 2018$3,906,000
-10.3%
61,711
-7.5%
0.57%
-15.3%
Q2 2018$4,355,000
-8.7%
66,725
-2.9%
0.68%
-10.7%
Q3 2017$4,772,00068,6930.76%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders