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 | $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% | – |
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% |