WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,887,000 | +56.5% | 717,387 | +59.8% | 0.01% | +40.0% |
| Q2 2023 | $17,179,000 | +3.5% | 448,857 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $16,598,000 | +4.5% | 438,360 | -1.6% | 0.01% | 0.0% |
| Q4 2022 | $15,881,000 | -3.1% | 445,629 | -11.5% | 0.01% | 0.0% |
| Q3 2022 | $16,381,000 | +27.3% | 503,593 | +44.9% | 0.01% | +25.0% |
| Q2 2022 | $12,865,000 | -9.1% | 347,432 | +7.4% | 0.00% | 0.0% |
| Q1 2022 | $14,153,000 | +6.5% | 323,423 | +5.5% | 0.00% | +33.3% |
| Q4 2021 | $13,286,000 | -15.0% | 306,683 | -14.4% | 0.00% | -25.0% |
| Q3 2021 | $15,631,000 | +2.6% | 358,252 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $15,236,000 | -12.4% | 333,552 | -15.0% | 0.00% | -20.0% |
| Q1 2021 | $17,399,000 | +104.0% | 392,220 | +89.2% | 0.01% | +150.0% |
| Q4 2020 | $8,527,000 | -43.7% | 207,283 | -51.8% | 0.00% | -60.0% |
| Q3 2020 | $15,150,000 | +95.7% | 429,928 | +100.6% | 0.01% | +66.7% |
| Q2 2020 | $7,743,000 | -7.7% | 214,286 | -17.6% | 0.00% | -25.0% |
| Q1 2020 | $8,388,000 | -56.0% | 260,111 | -37.5% | 0.00% | -42.9% |
| Q4 2019 | $19,052,000 | +36.4% | 416,228 | +23.1% | 0.01% | +16.7% |
| Q3 2019 | $13,963,000 | +2.9% | 338,032 | +11.3% | 0.01% | +20.0% |
| Q2 2019 | $13,568,000 | +7.2% | 303,791 | +5.3% | 0.01% | 0.0% |
| Q1 2019 | $12,651,000 | +23.9% | 288,582 | +13.4% | 0.01% | 0.0% |
| Q4 2018 | $10,214,000 | -17.6% | 254,398 | -10.4% | 0.01% | 0.0% |
| Q3 2018 | $12,398,000 | -16.4% | 283,893 | -17.9% | 0.01% | -28.6% |
| Q2 2018 | $14,829,000 | -5.3% | 345,946 | +5.7% | 0.01% | 0.0% |
| Q1 2018 | $15,656,000 | +22.5% | 327,392 | +16.2% | 0.01% | +16.7% |
| Q4 2017 | $12,778,000 | +18.2% | 281,758 | +12.0% | 0.01% | +20.0% |
| Q3 2017 | $10,815,000 | +0.7% | 251,474 | -4.1% | 0.01% | -16.7% |
| Q2 2017 | $10,744,000 | +20.1% | 262,104 | +19.7% | 0.01% | +20.0% |
| Q1 2017 | $8,943,000 | +0.1% | 218,931 | -8.5% | 0.01% | 0.0% |
| Q4 2016 | $8,935,000 | +6.9% | 239,266 | +7.5% | 0.01% | 0.0% |
| Q3 2016 | $8,360,000 | +26.5% | 222,520 | +19.3% | 0.01% | +25.0% |
| Q2 2016 | $6,607,000 | +30.2% | 186,507 | +28.1% | 0.00% | +33.3% |
| Q1 2016 | $5,073,000 | +51.2% | 145,636 | +37.4% | 0.00% | +50.0% |
| Q4 2015 | $3,355,000 | -24.9% | 106,011 | -20.5% | 0.00% | -33.3% |
| Q3 2015 | $4,467,000 | -57.9% | 133,431 | -45.4% | 0.00% | -57.1% |
| Q2 2015 | $10,622,000 | +65.7% | 244,587 | +62.2% | 0.01% | +75.0% |
| Q1 2015 | $6,409,000 | -83.1% | 150,781 | -83.2% | 0.00% | -83.3% |
| Q4 2014 | $37,885,000 | +46.4% | 898,620 | +65.9% | 0.02% | +33.3% |
| Q3 2014 | $25,881,000 | -21.4% | 541,686 | -14.7% | 0.02% | -18.2% |
| Q2 2014 | $32,920,000 | +14.3% | 635,042 | +8.2% | 0.02% | +4.8% |
| Q1 2014 | $28,805,000 | +7.9% | 587,022 | +12.2% | 0.02% | +10.5% |
| Q4 2013 | $26,707,000 | +22.5% | 523,365 | +24.1% | 0.02% | +11.8% |
| Q3 2013 | $21,798,000 | -15.5% | 421,693 | -21.0% | 0.02% | -22.7% |
| Q2 2013 | $25,811,000 | – | 534,048 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |