HM PAYSON & CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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
HM PAYSON & CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$68,960
+3.5%
1,0000.0%0.00%
+100.0%
Q2 2023$66,610
-0.3%
1,0000.0%0.00%
-50.0%
Q1 2023$66,840
+5.8%
1,0000.0%0.00%0.0%
Q4 2022$63,160
+10.8%
1,0000.0%0.00%0.0%
Q3 2022$57,000
-3.4%
1,0000.0%0.00%0.0%
Q2 2022$59,000
-10.6%
1,0000.0%0.00%0.0%
Q1 2022$66,000
-7.0%
1,0000.0%0.00%0.0%
Q4 2021$71,000
-7.8%
1,0000.0%0.00%0.0%
Q3 2021$77,000
+4.1%
1,0000.0%0.00%0.0%
Q2 2021$74,000
-2.6%
1,0000.0%0.00%0.0%
Q1 2021$76,000
-27.6%
1,000
-30.8%
0.00%
-33.3%
Q4 2020$105,000
-30.0%
1,445
-32.6%
0.00%
-40.0%
Q3 2020$150,000
+9.5%
2,1450.0%0.01%0.0%
Q2 2020$137,000
+9.6%
2,1450.0%0.01%0.0%
Q1 2020$125,000
-20.9%
2,1450.0%0.01%0.0%
Q4 2019$158,000
+6.8%
2,1450.0%0.01%0.0%
Q3 2019$148,000
-11.9%
2,145
-15.7%
0.01%
-16.7%
Q2 2019$168,000
-65.1%
2,545
-59.1%
0.01%
-72.7%
Q3 2018$481,000
+0.6%
6,2150.0%0.02%
+10.0%
Q2 2018$478,000
-23.8%
6,215
-19.4%
0.02%
-23.1%
Q1 2018$627,000
+1.0%
7,7150.0%0.03%
+4.0%
Q4 2017$621,000
+7.3%
7,7150.0%0.02%0.0%
Q3 2017$579,000
+7.0%
7,7150.0%0.02%
+4.2%
Q2 2017$541,000
+5.0%
7,7150.0%0.02%
+4.3%
Q1 2017$515,000
+7.7%
7,7150.0%0.02%0.0%
Q4 2016$478,000
-0.6%
7,715
-1.3%
0.02%0.0%
Q3 2016$481,000
+10.6%
7,8150.0%0.02%
+4.5%
Q2 2016$435,000
+3.8%
7,815
+2.6%
0.02%0.0%
Q1 2016$419,000
-2.8%
7,6150.0%0.02%0.0%
Q4 2015$431,000
+5.9%
7,6150.0%0.02%0.0%
Q3 2015$407,000
+0.5%
7,615
+6.2%
0.02%
+10.0%
Q2 2015$405,000
+6.3%
7,170
+2.0%
0.02%
+5.3%
Q1 2015$381,000
-21.8%
7,030
-29.9%
0.02%
-20.8%
Q4 2014$487,000
-15.2%
10,030
-10.1%
0.02%
-17.2%
Q3 2014$574,000
-4.0%
11,1600.0%0.03%
-6.5%
Q2 2014$598,000
+4.4%
11,160
-2.6%
0.03%
+3.3%
Q1 2014$573,000
-4.0%
11,460
-2.1%
0.03%
-6.2%
Q4 2013$597,000
-0.5%
11,7100.0%0.03%
-8.6%
Q3 2013$600,000
+8.3%
11,7100.0%0.04%
+6.1%
Q2 2013$554,00011,7100.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 123,876$7,051,0432.39%
Motley Fool Wealth Management, LLC 297,914$16,957,0001.11%
Barry Investment Advisors, LLC 50,078$2,850,0000.98%
ROBERTS GLORE & CO INC /IL/ 7,789$443,0000.16%
3EDGE Asset Management, LP 24,925$1,419,0000.11%
Lansing Street Advisors 2,305$131,0000.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,693$324,0000.10%
E&G Advisors, LP 3,661$208,0000.08%
Paragon Capital Management Ltd 4,200$239,0000.07%
Vontobel Holding Ltd. 84,267$4,796,0000.06%
View complete list of WISDOMTREE TR shareholders