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 | $105 | -81.8% | 2 | -80.0% | 0.00% | – |
| Q2 2023 | $577 | -82.5% | 10 | -82.1% | 0.00% | – |
| Q1 2023 | $3,304 | – | 56 | +522.2% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 9 | -97.7% | 0.00% | – |
| Q2 2022 | $22,000 | -4.3% | 397 | +13.8% | 0.00% | – |
| Q1 2022 | $23,000 | -20.7% | 349 | -11.9% | 0.00% | – |
| Q4 2021 | $29,000 | +11.5% | 396 | +10.3% | 0.00% | – |
| Q3 2021 | $26,000 | +2500.0% | 359 | +2891.7% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 12 | -52.0% | 0.00% | – |
| Q1 2021 | $2,000 | -60.0% | 25 | -67.1% | 0.00% | – |
| Q4 2020 | $5,000 | – | 76 | +7500.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -98.0% | 0.00% | – |
| Q4 2019 | $3,000 | +200.0% | 51 | +168.4% | 0.00% | – |
| Q3 2019 | $1,000 | – | 19 | +850.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 2 | -98.3% | 0.00% | – |
| Q4 2018 | $6,000 | – | 116 | +5700.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $5,175,000 | +41.8% | 74,026 | +43.1% | 0.00% | – |
| Q4 2017 | $3,649,000 | +90.6% | 51,713 | +87.7% | 0.00% | – |
| Q3 2017 | $1,914,000 | +7.6% | 27,554 | 0.0% | 0.00% | – |
| Q2 2017 | $1,778,000 | +100.5% | 27,554 | +83.5% | 0.00% | – |
| Q1 2017 | $887,000 | +120.1% | 15,017 | +103.3% | 0.00% | – |
| Q4 2016 | $403,000 | – | 7,385 | – | 0.00% | – |
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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% |