WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 103 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 1.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,378,387 | -28.7% | 26,270 | -24.2% | 0.00% | – |
| Q2 2023 | $1,934,356 | +564.7% | 34,640 | +565.8% | 0.00% | – |
| Q3 2019 | $291,000 | -65.8% | 5,203 | -66.6% | 0.00% | – |
| Q4 2016 | $850,000 | +47.8% | 15,563 | +49.7% | 0.00% | – |
| Q3 2016 | $575,000 | -18.6% | 10,395 | -24.9% | 0.00% | – |
| Q2 2016 | $706,000 | -72.8% | 13,835 | -69.5% | 0.00% | -100.0% |
| Q2 2015 | $2,593,000 | +23.5% | 45,369 | +11.3% | 0.00% | 0.0% |
| Q4 2014 | $2,099,000 | -12.2% | 40,774 | -10.5% | 0.00% | 0.0% |
| Q3 2014 | $2,390,000 | +856.0% | 45,579 | +1042.0% | 0.00% | – |
| Q1 2014 | $250,000 | – | 3,991 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 248,799 | $11,256,000 | 1.40% |
| Motley Fool Wealth Management, LLC | 204,635 | $9,258,000 | 0.61% |
| Hedges Asset Management LLC | 9,500 | $430,000 | 0.43% |
| Sovereign Financial Group, Inc. | 22,068 | $998,000 | 0.40% |
| GARRISON BRADFORD & ASSOCIATES INC | 6,500 | $294,000 | 0.36% |
| Financial Planning & Information Services, Inc. | 16,226 | $734,000 | 0.18% |
| TFG Advisers LLC | 6,769 | $306,000 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 8,653 | $391,000 | 0.12% |
| Conservest Capital Advisors, Inc. | 18,224 | $824,000 | 0.12% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,670 | $211,000 | 0.05% |