WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 84 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,277 | +3.5% | 6,022 | 0.0% | 0.05% | +8.7% |
| Q2 2023 | $401,125 | -0.3% | 6,022 | 0.0% | 0.05% | -6.1% |
| Q1 2023 | $402,510 | +5.8% | 6,022 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $380,349 | +10.9% | 6,022 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $343,000 | -3.9% | 6,022 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $357,000 | -10.1% | 6,022 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $397,000 | -7.7% | 6,022 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $430,000 | -7.1% | 6,022 | 0.0% | 0.05% | -13.2% |
| Q3 2021 | $463,000 | +24.8% | 6,022 | +19.9% | 0.05% | +26.2% |
| Q2 2021 | $371,000 | -3.1% | 5,022 | 0.0% | 0.04% | -8.7% |
| Q1 2021 | $383,000 | +6.7% | 5,022 | +1.5% | 0.05% | 0.0% |
| Q4 2020 | $359,000 | +3.5% | 4,950 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $347,000 | -35.4% | 4,950 | -41.0% | 0.05% | -45.7% |
| Q2 2020 | $537,000 | +10.0% | 8,395 | 0.0% | 0.09% | -8.9% |
| Q1 2020 | $488,000 | -83.0% | 8,395 | -78.5% | 0.10% | -75.1% |
| Q4 2019 | $2,877,000 | +7.0% | 39,095 | 0.0% | 0.41% | -2.9% |
| Q3 2019 | $2,689,000 | +23.5% | 39,095 | +18.7% | 0.42% | +22.6% |
| Q2 2019 | $2,177,000 | +10.7% | 32,935 | +14.2% | 0.34% | +4.9% |
| Q1 2019 | $1,967,000 | +5.9% | 28,835 | 0.0% | 0.32% | -1.8% |
| Q4 2018 | $1,857,000 | +423.1% | 28,835 | +528.9% | 0.33% | +513.0% |
| Q3 2018 | $355,000 | +0.6% | 4,585 | 0.0% | 0.05% | -10.0% |
| Q2 2018 | $353,000 | -5.4% | 4,585 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $373,000 | +62.9% | 4,585 | +61.2% | 0.06% | +56.4% |
| Q4 2017 | $229,000 | – | 2,845 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW VERNON INVESTMENT MANAGEMENT LLC | 55,300 | $4,448,000 | 4.63% |
| Migdal Insurance & Financial Holdings Ltd. | 1,040,154 | $83,660,000 | 2.08% |
| Mariner Wealth Advisors-Cincinnati, LLC | 423,408 | $34,055,000 | 2.06% |
| XPONANCE, INC. | 39,014 | $3,324,000 | 1.99% |
| Motley Fool Wealth Management, LLC | 266,680 | $21,449,000 | 1.65% |
| CUMBERLAND ADVISORS INC | 28,130 | $2,262,000 | 1.25% |
| RiverFront Investment Group, LLC | 409,026 | $32,898,000 | 0.78% |
| Ironsides Asset Advisors, LLC | 25,140 | $2,022,000 | 0.78% |
| Darwin Wealth Management, LLC | 17,924 | $1,442,000 | 0.62% |
| Vantage Investment Partners, LLC | 78,450 | $6,310,000 | 0.57% |