WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 48 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,992,693 | +3.5% | 275,416 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,345,327 | -49.8% | 275,414 | -49.6% | 0.00% | 0.0% |
| Q1 2023 | $36,542,632 | +175.1% | 546,718 | +159.9% | 0.00% | +100.0% |
| Q4 2022 | $13,284,358 | +102087.4% | 210,329 | +92149.6% | 0.00% | – |
| Q3 2022 | $13,000 | 0.0% | 228 | -0.4% | 0.00% | – |
| Q2 2022 | $13,000 | +550.0% | 229 | +748.1% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 27 | -3.6% | 0.00% | – |
| Q2 2021 | $2,000 | -33.3% | 28 | -36.4% | 0.00% | – |
| Q1 2021 | $3,000 | -85.0% | 44 | -83.6% | 0.00% | – |
| Q4 2020 | $20,000 | +5.3% | 269 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | +111.1% | 269 | +83.0% | 0.00% | – |
| Q2 2020 | $9,000 | +125.0% | 147 | +133.3% | 0.00% | – |
| Q1 2020 | $4,000 | -55.6% | 63 | -50.4% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 127 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | +12.5% | 127 | +0.8% | 0.00% | – |
| Q2 2019 | $8,000 | – | 126 | +12500.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -90.9% | 0.00% | – |
| Q4 2018 | $1,000 | – | 11 | +450.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $5,161,000 | +43.7% | 63,461 | +42.1% | 0.00% | – |
| Q4 2017 | $3,592,000 | +95.7% | 44,661 | +82.5% | 0.00% | – |
| Q3 2017 | $1,835,000 | +7.0% | 24,466 | 0.0% | 0.00% | – |
| Q2 2017 | $1,715,000 | +94.7% | 24,466 | +85.2% | 0.00% | – |
| Q1 2017 | $881,000 | +114.9% | 13,208 | +99.5% | 0.00% | – |
| Q4 2016 | $410,000 | – | 6,620 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 545,118 | $28,046,000 | 1.44% |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 30,000 | $1,544,000 | 1.26% |
| RiverFront Investment Group, LLC | 654,890 | $33,694,000 | 0.83% |
| ROBERTS GLORE & CO INC /IL/ | 13,518 | $696,000 | 0.48% |
| Cetera Advisors LLC | 33,518 | $1,722,000 | 0.13% |
| LPL Financial LLC | 432,761 | $21,984,000 | 0.13% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 59,868 | $3,080,000 | 0.12% |
| Brookstone Capital Management | 11,372 | $585,000 | 0.11% |
| Private Advisor Group, LLC | 30,247 | $1,556,000 | 0.11% |
| BESSEMER GROUP INC | 320,000 | $16,464,000 | 0.05% |