WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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 | $4,885,999 | +2.7% | 70,853 | -0.8% | 1.38% | +5.5% |
| Q2 2023 | $4,759,395 | -7.7% | 71,452 | -7.4% | 1.31% | -12.1% |
| Q1 2023 | $5,157,552 | +3.4% | 77,163 | -2.3% | 1.48% | -3.3% |
| Q4 2022 | $4,987,337 | -29.3% | 78,964 | -36.3% | 1.54% | -35.8% |
| Q3 2022 | $7,051,043 | +2.1% | 123,876 | +6.5% | 2.39% | +8.1% |
| Q2 2022 | $6,903,732 | +34.5% | 116,342 | +49.4% | 2.21% | +39.8% |
| Q1 2022 | $5,134,242 | -22.3% | 77,898 | -15.9% | 1.58% | -21.0% |
| Q4 2021 | $6,608,654 | +62.2% | 92,636 | +74.7% | 2.00% | +46.3% |
| Q3 2021 | $4,073,430 | +3.5% | 53,012 | -0.5% | 1.37% | -3.9% |
| Q2 2021 | $3,935,002 | -4.7% | 53,298 | -1.5% | 1.42% | -13.8% |
| Q1 2021 | $4,128,752 | +2.0% | 54,130 | -3.0% | 1.65% | -2.8% |
| Q4 2020 | $4,047,683 | +4.2% | 55,809 | +0.6% | 1.70% | -7.0% |
| Q3 2020 | $3,883,347 | +9.7% | 55,472 | +0.3% | 1.83% | +4.3% |
| Q2 2020 | $3,538,381 | +96.2% | 55,324 | +78.4% | 1.75% | +59.8% |
| Q1 2020 | $1,803,270 | -49.1% | 31,016 | -35.6% | 1.10% | -39.2% |
| Q4 2019 | $3,543,831 | – | 48,163 | – | 1.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 391,837 | $18,546,000 | 1.93% |
| ROBERTS GLORE & CO INC /IL/ | 17,462 | $826,000 | 0.51% |
| LPL Financial LLC | 375,891 | $17,791,000 | 0.13% |
| BESSEMER GROUP INC | 160,000 | $7,573,000 | 0.07% |
| BRANDES INVESTMENT PARTNERS, LP | 111,989 | $5,300,000 | 0.07% |
| Hanson & Doremus Investment Management | 1,550 | $73,000 | 0.04% |
| HM PAYSON & CO | 11,710 | $554,000 | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,998 | $331,000 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 25,852 | $1,224,000 | 0.01% |
| HighTower Advisors, LLC | 7,000 | $331,000 | 0.01% |