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 | $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% | – |
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% |