Financial Perspectives, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 84 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$342,391
+1.3%
5,747
+1.6%
0.13%
-1.6%
Q1 2024$337,949
+0.6%
5,656
+0.4%
0.13%
-5.9%
Q4 2023$336,041
+14.0%
5,635
+0.3%
0.14%
+0.7%
Q3 2023$294,686
-5.3%
5,616
+0.8%
0.14%
-1.5%
Q2 2023$311,278
-2.3%
5,574
+2.0%
0.14%
-9.9%
Q1 2023$318,731
+7.3%
5,466
+0.6%
0.15%0.0%
Q4 2022$297,145
+21.6%
5,431
+0.5%
0.15%
+10.9%
Q3 2022$244,389
-32.9%
5,402
-18.1%
0.14%
-33.2%
Q2 2022$364,139
-16.2%
6,597
+2.0%
0.20%
+1.0%
Q1 2022$434,596
-9.7%
6,466
+0.2%
0.20%
-10.6%
Q4 2021$481,043
+3.9%
6,456
+0.2%
0.23%
-2.6%
Q3 2021$462,966
-1.8%
6,445
+0.3%
0.23%
+1.7%
Q2 2021$471,483
+6784.0%
6,423
-98.7%
0.23%
-32.6%
Q1 2021$6,849
-98.4%
476,964
+6873.2%
0.34%
+35.5%
Q4 2020$441,604
+7.3%
6,840
-11.6%
0.25%
-7.4%
Q3 2020$411,545
+7.6%
7,740
+0.2%
0.27%
-1.1%
Q2 2020$382,351
-13.1%
7,721
-28.6%
0.27%
-23.0%
Q1 2020$439,980
-41.9%
10,818
-6.6%
0.36%
-31.1%
Q4 2019$757,23611,5870.52%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Vontobel Swiss Wealth Advisors AG 122,404$7,988,0004.53%
New England Investment & Retirement Group, Inc. 100,347$6,549,0004.36%
CAPITAL MANAGEMENT CORP /VA 155,331$10,137,0002.73%
White Pine Investment CO 65,513$4,275,0002.22%
Cottage Street Advisors LLC 50,378$3,288,0001.93%
NOESIS CAPITAL MANGEMENT CORP 76,442$4,989,0001.83%
Motley Fool Wealth Management, LLC 393,056$25,651,0001.81%
COURIER CAPITAL LLC 171,057$11,163,0001.44%
CUMBERLAND ADVISORS INC 29,650$1,935,0001.21%
IMA Advisory Services, Inc. 41,125$2,684,0001.12%
View complete list of WISDOMTREE TR shareholders