WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 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 | $4,985 | -6.0% | 95 | 0.0% | 0.00% | – |
| Q2 2023 | $5,305 | -4.2% | 95 | 0.0% | 0.00% | – |
| Q1 2023 | $5,539 | +6.6% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $5,198 | +30.0% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -82.8% | 95 | -86.7% | 0.00% | – |
| Q1 2020 | $29,000 | -38.3% | 713 | 0.0% | 0.00% | – |
| Q4 2019 | $47,000 | +17.5% | 713 | 0.0% | 0.00% | – |
| Q3 2019 | $40,000 | -4.8% | 713 | 0.0% | 0.00% | – |
| Q2 2019 | $42,000 | -40.0% | 713 | -40.6% | 0.00% | – |
| Q1 2019 | $70,000 | +6.1% | 1,200 | +0.2% | 0.00% | – |
| Q4 2018 | $66,000 | -27.5% | 1,198 | -16.3% | 0.00% | -100.0% |
| Q3 2018 | $91,000 | -2.2% | 1,432 | +0.2% | 0.00% | 0.0% |
| Q2 2018 | $93,000 | +13.4% | 1,429 | +21.2% | 0.00% | 0.0% |
| Q1 2018 | $82,000 | – | 1,179 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COURIER CAPITAL LLC | 262,911 | $13,794,938 | 1.14% |
| Virtus Family Office LLC | 8,315 | $436,288 | 0.79% |
| Hedges Asset Management LLC | 10,500 | $550,935 | 0.48% |
| FLOW TRADERS U.S. LLC | 75,621 | $3,968 | 0.19% |
| Sovereign Financial Group, Inc. | 7,593 | $398,405 | 0.14% |
| Financial Planning & Information Services, Inc. | 13,316 | $698,691 | 0.13% |
| TFG Advisers LLC | 5,063 | $265,651 | 0.12% |
| Conservest Capital Advisors, Inc. | 15,998 | $839,407 | 0.10% |
| St. Louis Trust Co | 3,970 | $208,306 | 0.04% |
| FinTrust Capital Advisors, LLC | 2,500 | $131,175 | 0.03% |