Valeo Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 58 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$6,000
+20.0%
730.0%0.00%
Q4 2020$5,0000.0%730.0%0.00%
Q3 2020$5,0000.0%730.0%0.00%
Q2 2020$5,000
+25.0%
730.0%0.00%
Q1 2020$4,000
-20.0%
730.0%0.00%
Q4 2019$5,0000.0%730.0%0.00%
-100.0%
Q3 2019$5,0000.0%730.0%0.00%0.0%
Q2 2019$5,0000.0%730.0%0.00%0.0%
Q1 2019$5,0000.0%730.0%0.00%0.0%
Q4 2018$5,0000.0%730.0%0.00%0.0%
Q3 2018$5,0000.0%730.0%0.00%0.0%
Q2 2018$5,000
-64.3%
73
-57.8%
0.00%
-50.0%
Q1 2018$14,0001730.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 55,300$4,448,0004.63%
Migdal Insurance & Financial Holdings Ltd. 1,040,154$83,660,0002.08%
Mariner Wealth Advisors-Cincinnati, LLC 423,408$34,055,0002.06%
XPONANCE, INC. 39,014$3,324,0001.99%
Motley Fool Wealth Management, LLC 266,680$21,449,0001.65%
CUMBERLAND ADVISORS INC 28,130$2,262,0001.25%
RiverFront Investment Group, LLC 409,026$32,898,0000.78%
Ironsides Asset Advisors, LLC 25,140$2,022,0000.78%
Darwin Wealth Management, LLC 17,924$1,442,0000.62%
Vantage Investment Partners, LLC 78,450$6,310,0000.57%
View complete list of WISDOMTREE TR shareholders