TSFG, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 66 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10.0%260.0%0.00%
Q2 2023$1
-50.0%
260.0%0.00%
-100.0%
Q1 2023$2
+100.0%
260.0%0.00%
Q4 2022$1
-99.9%
260.0%0.00%
Q3 2022$1,0000.0%260.0%0.00%
Q2 2022$1,000
-50.0%
260.0%0.00%
-100.0%
Q1 2022$2,0000.0%260.0%0.00%0.0%
Q4 2021$2,0000.0%260.0%0.00%0.0%
Q3 2021$2,0000.0%260.0%0.00%0.0%
Q2 2021$2,0000.0%260.0%0.00%0.0%
Q1 2021$2,0000.0%260.0%0.00%0.0%
Q4 2020$2,000
+100.0%
260.0%0.00%0.0%
Q3 2020$1,0000.0%260.0%0.00%0.0%
Q2 2020$1,0000.0%260.0%0.00%0.0%
Q1 2020$1,000
-50.0%
260.0%0.00%0.0%
Q4 2019$2,000
+100.0%
260.0%0.00%0.0%
Q3 2019$1,000
-50.0%
260.0%0.00%
-50.0%
Q2 2019$2,0000.0%260.0%0.00%0.0%
Q1 2019$2,000260.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 248,799$11,256,0001.40%
Motley Fool Wealth Management, LLC 204,635$9,258,0000.61%
Hedges Asset Management LLC 9,500$430,0000.43%
Sovereign Financial Group, Inc. 22,068$998,0000.40%
GARRISON BRADFORD & ASSOCIATES INC 6,500$294,0000.36%
Financial Planning & Information Services, Inc. 16,226$734,0000.18%
TFG Advisers LLC 6,769$306,0000.17%
Intercontinental Wealth Advisors, LLC 8,653$391,0000.12%
Conservest Capital Advisors, Inc. 18,224$824,0000.12%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,670$211,0000.05%
View complete list of WISDOMTREE TR shareholders