WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,651 | -6.9% | 5,063 | -0.9% | 0.12% | -3.8% |
| Q2 2023 | $285,429 | -0.4% | 5,111 | +4.0% | 0.13% | -6.5% |
| Q1 2023 | $286,515 | -0.3% | 4,914 | -6.5% | 0.14% | -5.4% |
| Q4 2022 | $287,514 | -6.0% | 5,255 | -22.4% | 0.15% | -14.0% |
| Q3 2022 | $306,000 | -22.1% | 6,769 | -5.0% | 0.17% | -18.2% |
| Q2 2022 | $393,000 | -26.8% | 7,128 | -10.9% | 0.21% | -15.0% |
| Q1 2022 | $537,000 | -13.7% | 7,996 | -4.2% | 0.25% | -9.2% |
| Q4 2021 | $622,000 | +3.0% | 8,346 | -0.7% | 0.27% | -7.5% |
| Q3 2021 | $604,000 | -1.0% | 8,404 | +1.1% | 0.29% | -0.7% |
| Q2 2021 | $610,000 | -3.6% | 8,312 | -8.6% | 0.30% | -9.5% |
| Q1 2021 | $633,000 | -7.2% | 9,093 | -14.0% | 0.33% | -8.7% |
| Q4 2020 | $682,000 | +10.4% | 10,569 | -9.2% | 0.36% | +0.3% |
| Q3 2020 | $618,000 | +2.3% | 11,640 | -4.6% | 0.36% | -9.2% |
| Q2 2020 | $604,000 | +18.0% | 12,200 | -3.3% | 0.39% | -3.2% |
| Q1 2020 | $512,000 | -38.5% | 12,613 | -1.1% | 0.40% | -13.6% |
| Q4 2019 | $833,000 | +12.6% | 12,756 | -3.7% | 0.47% | -4.3% |
| Q3 2019 | $740,000 | -19.8% | 13,248 | -16.3% | 0.49% | -22.2% |
| Q2 2019 | $923,000 | -6.8% | 15,831 | -6.6% | 0.63% | -11.8% |
| Q1 2019 | $990,000 | +5.7% | 16,954 | -3.5% | 0.71% | -9.2% |
| Q4 2018 | $937,000 | – | 17,576 | – | 0.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 263,010 | $14,686,925 | 1.16% |
| Virtus Family Office LLC | 8,163 | $455,832 | 0.84% |
| Wallace Advisory Group, LLC | 17,760 | $1,035,559 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $586,338 | 0.50% |
| Sovereign Financial Group, Inc. | 9,766 | $545,350 | 0.18% |
| Financial Planning & Information Services, Inc. | 13,320 | $743,811 | 0.14% |
| TFG Advisers LLC | 5,111 | $285,429 | 0.13% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $483,198 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,948 | $890,565 | 0.10% |
| St. Louis Trust Co | 3,970 | $218,985 | 0.04% |