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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,724 | -61.9% | 112 | -75.3% | 0.00% | – |
| Q2 2023 | $20,299 | +41.9% | 453 | +111.7% | 0.00% | – |
| Q1 2023 | $14,304 | -42.2% | 214 | -45.4% | 0.00% | – |
| Q4 2022 | $24,759 | +54.7% | 392 | +36.1% | 0.00% | – |
| Q3 2022 | $16,000 | +77.8% | 288 | +88.2% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 153 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | -60.0% | 153 | -57.1% | 0.00% | – |
| Q4 2021 | $25,000 | +1150.0% | 357 | +1685.0% | 0.00% | – |
| Q3 2021 | $2,000 | -99.5% | 20 | -99.7% | 0.00% | -100.0% |
| Q1 2020 | $413,000 | -75.6% | 7,099 | -69.1% | 0.02% | -67.9% |
| Q4 2019 | $1,691,000 | – | 22,986 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 55,300 | $4,448,000 | 4.63% |
| Migdal Insurance & Financial Holdings Ltd. | 1,040,154 | $83,660,000 | 2.08% |
| Mariner Wealth Advisors-Cincinnati, LLC | 423,408 | $34,055,000 | 2.06% |
| XPONANCE, INC. | 39,014 | $3,324,000 | 1.99% |
| Motley Fool Wealth Management, LLC | 266,680 | $21,449,000 | 1.65% |
| CUMBERLAND ADVISORS INC | 28,130 | $2,262,000 | 1.25% |
| RiverFront Investment Group, LLC | 409,026 | $32,898,000 | 0.78% |
| Ironsides Asset Advisors, LLC | 25,140 | $2,022,000 | 0.78% |
| Darwin Wealth Management, LLC | 17,924 | $1,442,000 | 0.62% |
| Vantage Investment Partners, LLC | 78,450 | $6,310,000 | 0.57% |