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 | $131,370 | +3.5% | 1,905 | 0.0% | 0.00% | – |
| Q2 2023 | $126,892 | +4.0% | 1,905 | +4.4% | 0.00% | – |
| Q1 2023 | $121,983 | +5.8% | 1,825 | 0.0% | 0.00% | – |
| Q4 2022 | $115,267 | +10.8% | 1,825 | -0.2% | 0.00% | – |
| Q3 2022 | $104,000 | -4.6% | 1,829 | 0.0% | 0.00% | – |
| Q2 2022 | $109,000 | -9.2% | 1,829 | 0.0% | 0.00% | – |
| Q1 2022 | $120,000 | +3.4% | 1,829 | +12.3% | 0.00% | – |
| Q4 2021 | $116,000 | +19.6% | 1,629 | +29.4% | 0.00% | – |
| Q3 2021 | $97,000 | -50.3% | 1,259 | -52.6% | 0.00% | – |
| Q2 2021 | $195,000 | +24.2% | 2,655 | +28.0% | 0.00% | – |
| Q1 2021 | $157,000 | +21.7% | 2,075 | +16.9% | 0.00% | – |
| Q4 2020 | $129,000 | +4.0% | 1,775 | 0.0% | 0.00% | – |
| Q3 2020 | $124,000 | +9.7% | 1,775 | 0.0% | 0.00% | – |
| Q2 2020 | $113,000 | -5.0% | 1,775 | -12.6% | 0.00% | – |
| Q1 2020 | $119,000 | -20.7% | 2,031 | 0.0% | 0.00% | – |
| Q4 2019 | $150,000 | +17.2% | 2,031 | +9.4% | 0.00% | – |
| Q3 2019 | $128,000 | +4.1% | 1,856 | 0.0% | 0.00% | – |
| Q2 2019 | $123,000 | -3.1% | 1,856 | 0.0% | 0.00% | – |
| Q1 2019 | $127,000 | +5.8% | 1,856 | 0.0% | 0.00% | – |
| Q4 2018 | $120,000 | -3.2% | 1,856 | +16.0% | 0.00% | – |
| Q3 2018 | $124,000 | -0.8% | 1,600 | -0.6% | 0.00% | – |
| Q2 2018 | $125,000 | -4.6% | 1,609 | 0.0% | 0.00% | – |
| Q1 2018 | $131,000 | +1.6% | 1,609 | 0.0% | 0.00% | – |
| Q4 2017 | $129,000 | +6.6% | 1,609 | 0.0% | 0.00% | – |
| Q3 2017 | $121,000 | +7.1% | 1,609 | 0.0% | 0.00% | – |
| Q2 2017 | $113,000 | +5.6% | 1,609 | 0.0% | 0.00% | – |
| Q1 2017 | $107,000 | +5.9% | 1,609 | 0.0% | 0.00% | – |
| Q4 2016 | $101,000 | 0.0% | 1,609 | -2.5% | 0.00% | – |
| Q3 2016 | $101,000 | +11.0% | 1,650 | +2.5% | 0.00% | – |
| Q2 2016 | $91,000 | +3.4% | 1,609 | 0.0% | 0.00% | – |
| Q1 2016 | $88,000 | -8.3% | 1,609 | -5.6% | 0.00% | – |
| Q4 2015 | $96,000 | +11.6% | 1,705 | +6.0% | 0.00% | – |
| Q3 2015 | $86,000 | -14.0% | 1,609 | -9.6% | 0.00% | – |
| Q2 2015 | $100,000 | +16.3% | 1,780 | +11.2% | 0.00% | – |
| Q1 2015 | $86,000 | +43.3% | 1,600 | +29.6% | 0.00% | – |
| Q4 2014 | $60,000 | -25.9% | 1,235 | -21.3% | 0.00% | – |
| Q3 2014 | $81,000 | +22.7% | 1,569 | +27.0% | 0.00% | – |
| Q2 2014 | $66,000 | +6.5% | 1,235 | 0.0% | 0.00% | – |
| Q1 2014 | $62,000 | -1.6% | 1,235 | 0.0% | 0.00% | – |
| Q4 2013 | $63,000 | 0.0% | 1,235 | 0.0% | 0.00% | – |
| Q3 2013 | $63,000 | +8.6% | 1,235 | 0.0% | 0.00% | – |
| Q2 2013 | $58,000 | – | 1,235 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Schoolcraft Capital LLC | 123,876 | $7,051,043 | 2.39% |
| Motley Fool Wealth Management, LLC | 297,914 | $16,957,000 | 1.11% |
| Barry Investment Advisors, LLC | 50,078 | $2,850,000 | 0.98% |
| ROBERTS GLORE & CO INC /IL/ | 7,789 | $443,000 | 0.16% |
| 3EDGE Asset Management, LP | 24,925 | $1,419,000 | 0.11% |
| Lansing Street Advisors | 2,305 | $131,000 | 0.10% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,693 | $324,000 | 0.10% |
| E&G Advisors, LP | 3,661 | $208,000 | 0.08% |
| Paragon Capital Management Ltd | 4,200 | $239,000 | 0.07% |
| Vontobel Holding Ltd. | 84,267 | $4,796,000 | 0.06% |