BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 48 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$15,032
-4.9%
219
-12.4%
0.00%
Q4 2022$15,803
-53.5%
250
-55.3%
0.00%
Q3 2022$34,000
+112.5%
559
+123.6%
0.00%
Q2 2022$16,000
-5.9%
2500.0%0.00%
Q1 2022$17,000
-5.6%
2500.0%0.00%
Q4 2021$18,000
-59.1%
250
-56.2%
0.00%
Q3 2021$44,000
-66.4%
571
-67.4%
0.00%
Q2 2021$131,000
-50.0%
1,753
-45.6%
0.00%
Q1 2018$262,000
+19.1%
3,220
+17.9%
0.00%
Q4 2017$220,0002,730
+30233.3%
0.00%
Q3 2015$0
-100.0%
9
-97.4%
0.00%
Q3 2013$18,000
+5.9%
3500.0%0.00%
Q2 2013$17,0003500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Morningstar Investment Services LLC 545,118$28,046,0001.44%
NEW VERNON INVESTMENT MANAGEMENT LLC 30,000$1,544,0001.26%
RiverFront Investment Group, LLC 654,890$33,694,0000.83%
ROBERTS GLORE & CO INC /IL/ 13,518$696,0000.48%
Cetera Advisors LLC 33,518$1,722,0000.13%
LPL Financial LLC 432,761$21,984,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 59,868$3,080,0000.12%
Brookstone Capital Management 11,372$585,0000.11%
Private Advisor Group, LLC 30,247$1,556,0000.11%
BESSEMER GROUP INC 320,000$16,464,0000.05%
View complete list of WISDOMTREE TR shareholders