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 | $12,803 | -1.6% | 244 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $13,011 | -4.2% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,586 | -9.4% | 233 | +0.4% | 0.00% | -71.4% |
| Q4 2019 | $15,000 | +15.4% | 232 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 232 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $14,000 | +16.7% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 232 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $15,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -6.2% | 232 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $16,000 | -5.9% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | – | 232 | – | 0.01% | – |
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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% |