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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,003 | -92.6% | 15 | -93.0% | 0.00% | -100.0% |
| Q4 2022 | $13,579 | -96.5% | 215 | -95.8% | 0.00% | -96.3% |
| Q3 2021 | $390,000 | +4.0% | 5,080 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $375,000 | -3.1% | 5,080 | 0.0% | 0.03% | -18.2% |
| Q1 2021 | $387,000 | +5.2% | 5,080 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $368,000 | -43.5% | 5,080 | -50.0% | 0.03% | -25.0% |
| Q3 2020 | $651,000 | +100.3% | 10,161 | +100.0% | 0.04% | +4.8% |
| Q2 2020 | $325,000 | +10.2% | 5,080 | -0.0% | 0.04% | -19.2% |
| Q1 2020 | $295,000 | -21.1% | 5,081 | -0.1% | 0.05% | +10.6% |
| Q4 2019 | $374,000 | +7.2% | 5,086 | +0.1% | 0.05% | -16.1% |
| Q3 2019 | $349,000 | +3.9% | 5,080 | 0.0% | 0.06% | -15.2% |
| Q2 2019 | $336,000 | +2.8% | 5,080 | 0.0% | 0.07% | -20.5% |
| Q4 2018 | $327,000 | -77.5% | 5,080 | -72.9% | 0.08% | -63.8% |
| Q3 2018 | $1,451,000 | +1.1% | 18,750 | +0.6% | 0.23% | -42.9% |
| Q2 2018 | $1,435,000 | – | 18,645 | – | 0.40% | – |
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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% |