Sovereign Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 88 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$398,405
-26.9%
7,593
-22.3%
0.14%
-20.2%
Q2 2023$545,350
-23.7%
9,766
-20.3%
0.18%
-32.8%
Q1 2023$714,279
-13.7%
12,250
-19.1%
0.26%
-18.7%
Q4 2022$828,013
-17.0%
15,133
-31.4%
0.33%
-19.5%
Q3 2022$998,000
-22.1%
22,068
-4.9%
0.40%
-19.8%
Q2 2022$1,281,000
-24.3%
23,210
-7.9%
0.50%
-19.5%
Q1 2022$1,693,000
-19.5%
25,195
-10.7%
0.63%
-25.7%
Q4 2021$2,102,000
+1.4%
28,207
-2.2%
0.84%
-29.1%
Q3 2021$2,072,000
-29.6%
28,842
-31.7%
1.19%
-33.1%
Q2 2021$2,943,0000.0%42,2560.0%1.78%
-3.2%
Q1 2021$2,943,000
+1.7%
42,256
-5.7%
1.84%
-11.8%
Q4 2020$2,894,00044,8192.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders