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 2020 | $13,133,000 | +7.4% | 247 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,232,000 | +122220.0% | 247 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -37.5% | 247 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $16,000 | +14.3% | 247 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 247 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $14,000 | 0.0% | 247 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 247 | 0.0% | 0.01% | -18.2% |
| Q4 2018 | $13,000 | – | 247 | – | 0.01% | – |
Download | ||||||
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% |