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
| 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 | 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% |