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 | $10,073 | -5.1% | 192 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $10,610 | -1.6% | 190 | +2.7% | 0.00% | -20.0% |
| Q1 2023 | $10,779 | +7.5% | 185 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $10,024 | +25.3% | 183 | +0.5% | 0.01% | +25.0% |
| Q3 2022 | $8,000 | -20.0% | 182 | +1.1% | 0.00% | -20.0% |
| Q2 2022 | $10,000 | -16.7% | 180 | +4.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 173 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 173 | +0.6% | 0.01% | -16.7% |
| Q3 2021 | $12,000 | -7.7% | 172 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 171 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 169 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 168 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $9,000 | – | 168 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 262,911 | $13,794,938 | 1.14% |
| Virtus Family Office LLC | 8,315 | $436,288 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $550,935 | 0.48% |
| FLOW TRADERS U.S. LLC | 75,621 | $3,968 | 0.19% |
| Sovereign Financial Group, Inc. | 7,593 | $398,405 | 0.14% |
| Financial Planning & Information Services, Inc. | 13,316 | $698,691 | 0.13% |
| TFG Advisers LLC | 5,063 | $265,651 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,998 | $839,407 | 0.10% |
| St. Louis Trust Co | 3,970 | $208,306 | 0.04% |
| FinTrust Capital Advisors, LLC | 2,500 | $131,175 | 0.03% |