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 | $3,540,934 | +114.2% | 51,347 | +106.9% | 0.01% | +150.0% |
| Q2 2023 | $1,653,476 | +44.0% | 24,823 | +42.6% | 0.00% | 0.0% |
| Q1 2022 | $1,148,000 | +19.0% | 17,413 | +28.8% | 0.00% | +100.0% |
| Q4 2021 | $965,000 | -19.7% | 13,520 | -27.7% | 0.00% | -75.0% |
| Q4 2018 | $1,202,000 | -28.1% | 18,691 | -13.5% | 0.00% | -20.0% |
| Q3 2018 | $1,672,000 | +6.1% | 21,601 | +5.2% | 0.01% | 0.0% |
| Q2 2018 | $1,576,000 | +176.5% | 20,526 | +195.0% | 0.01% | +150.0% |
| Q1 2018 | $570,000 | +82.1% | 6,959 | +80.7% | 0.00% | +100.0% |
| Q4 2017 | $313,000 | +8.3% | 3,851 | +0.7% | 0.00% | 0.0% |
| Q3 2017 | $289,000 | -0.7% | 3,823 | -8.1% | 0.00% | 0.0% |
| Q2 2017 | $291,000 | +8.6% | 4,161 | +1.6% | 0.00% | 0.0% |
| Q1 2017 | $268,000 | -12.1% | 4,094 | -16.3% | 0.00% | 0.0% |
| Q4 2016 | $305,000 | – | 4,890 | – | 0.00% | – |
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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% |