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 | $698,691 | -6.1% | 13,316 | -0.0% | 0.13% | -5.1% |
| Q2 2023 | $743,811 | -10.4% | 13,320 | -6.4% | 0.14% | -14.9% |
| Q1 2023 | $829,788 | +0.2% | 14,231 | -6.0% | 0.16% | -8.5% |
| Q4 2022 | $828,396 | +12.9% | 15,140 | -6.7% | 0.18% | -1.1% |
| Q3 2022 | $734,000 | -6.4% | 16,226 | +14.3% | 0.18% | -6.8% |
| Q2 2022 | $784,000 | -18.3% | 14,195 | -0.6% | 0.19% | -10.7% |
| Q1 2022 | $960,000 | -10.5% | 14,283 | -0.9% | 0.21% | -18.9% |
| Q4 2021 | $1,073,000 | +7.5% | 14,407 | +3.7% | 0.26% | -2.6% |
| Q3 2021 | $998,000 | -7.5% | 13,897 | -5.5% | 0.27% | -14.2% |
| Q2 2021 | $1,079,000 | +5.4% | 14,703 | -0.0% | 0.32% | +0.6% |
| Q1 2021 | $1,024,000 | -0.7% | 14,709 | -7.9% | 0.31% | -9.5% |
| Q4 2020 | $1,031,000 | -6.6% | 15,971 | -23.1% | 0.35% | -19.1% |
| Q3 2020 | $1,104,000 | -4.4% | 20,756 | -11.0% | 0.43% | -11.5% |
| Q2 2020 | $1,155,000 | +13.2% | 23,322 | -7.0% | 0.48% | -8.5% |
| Q1 2020 | $1,020,000 | -33.8% | 25,073 | +6.4% | 0.53% | -13.4% |
| Q4 2019 | $1,540,000 | +22.8% | 23,569 | +5.1% | 0.61% | +15.3% |
| Q3 2019 | $1,254,000 | +2.5% | 22,422 | +6.9% | 0.53% | +0.2% |
| Q2 2019 | $1,224,000 | +10.4% | 20,974 | +10.5% | 0.53% | +7.3% |
| Q1 2019 | $1,109,000 | +11.5% | 18,977 | +1.8% | 0.49% | +0.4% |
| Q4 2018 | $995,000 | -2.6% | 18,648 | +15.5% | 0.49% | +24.6% |
| Q3 2018 | $1,022,000 | +136.6% | 16,144 | +143.8% | 0.40% | +145.3% |
| Q2 2018 | $432,000 | +3.3% | 6,622 | +10.7% | 0.16% | +9.5% |
| Q1 2018 | $418,000 | – | 5,984 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 229,063 | $12,644,000 | 1.48% |
| Motley Fool Wealth Management, LLC | 208,148 | $11,490,000 | 0.72% |
| Sovereign Financial Group, Inc. | 23,210 | $1,281,000 | 0.50% |
| Hedges Asset Management LLC | 9,500 | $525,000 | 0.50% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $359,000 | 0.41% |
| TFG Advisers LLC | 7,128 | $393,000 | 0.21% |
| Financial Planning & Information Services, Inc. | 14,195 | $784,000 | 0.19% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $478,000 | 0.13% |
| Conservest Capital Advisors, Inc. | 18,242 | $1,007,000 | 0.12% |
| OLD MISSION CAPITAL LLC | 49,709 | $2,744,000 | 0.08% |