WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -90.4% | 220 | -88.8% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -15.1% | 1,973 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $86,000 | -16.5% | 1,973 | -16.9% | 0.00% | 0.0% |
| Q4 2021 | $103,000 | +19.8% | 2,373 | +20.3% | 0.00% | 0.0% |
| Q3 2021 | $86,000 | -5.5% | 1,973 | -1.3% | 0.00% | +100.0% |
| Q2 2021 | $91,000 | -48.9% | 1,998 | -50.3% | 0.00% | -66.7% |
| Q1 2021 | $178,000 | +7.2% | 4,023 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $166,000 | +12.2% | 4,023 | -4.0% | 0.00% | -25.0% |
| Q3 2020 | $148,000 | -49.8% | 4,189 | -48.7% | 0.00% | -50.0% |
| Q2 2020 | $295,000 | -5.4% | 8,169 | -15.5% | 0.01% | -20.0% |
| Q1 2020 | $312,000 | -30.2% | 9,663 | -1.2% | 0.01% | -16.7% |
| Q4 2019 | $447,000 | +10.6% | 9,776 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $404,000 | -7.6% | 9,776 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $437,000 | +22.1% | 9,776 | +19.6% | 0.01% | +20.0% |
| Q1 2019 | $358,000 | +4.7% | 8,176 | -4.1% | 0.01% | -9.1% |
| Q4 2018 | $342,000 | -18.2% | 8,526 | -11.0% | 0.01% | -8.3% |
| Q3 2018 | $418,000 | -3.2% | 9,576 | -5.0% | 0.01% | -7.7% |
| Q2 2018 | $432,000 | -16.9% | 10,076 | -7.4% | 0.01% | -18.8% |
| Q1 2018 | $520,000 | -5.8% | 10,876 | -10.7% | 0.02% | 0.0% |
| Q4 2017 | $552,000 | -7.7% | 12,176 | -12.4% | 0.02% | -15.8% |
| Q3 2017 | $598,000 | -6.6% | 13,903 | -10.9% | 0.02% | -5.0% |
| Q2 2017 | $640,000 | -1.5% | 15,603 | -1.9% | 0.02% | -4.8% |
| Q1 2017 | $650,000 | +5.3% | 15,913 | -3.8% | 0.02% | 0.0% |
| Q4 2016 | $617,000 | -22.4% | 16,536 | -21.9% | 0.02% | -22.2% |
| Q3 2016 | $795,000 | -0.9% | 21,165 | -6.6% | 0.03% | -3.6% |
| Q2 2016 | $802,000 | -15.9% | 22,649 | -17.3% | 0.03% | -17.6% |
| Q1 2016 | $954,000 | +3.1% | 27,385 | -6.3% | 0.03% | +3.0% |
| Q4 2015 | $925,000 | -39.8% | 29,235 | -36.3% | 0.03% | -42.1% |
| Q3 2015 | $1,537,000 | -25.1% | 45,911 | -2.8% | 0.06% | -18.6% |
| Q2 2015 | $2,051,000 | +0.1% | 47,224 | -2.0% | 0.07% | +2.9% |
| Q1 2015 | $2,048,000 | +2.6% | 48,176 | +1.8% | 0.07% | +1.5% |
| Q4 2014 | $1,996,000 | -21.4% | 47,347 | -11.0% | 0.07% | -21.2% |
| Q3 2014 | $2,541,000 | -3.8% | 53,177 | +4.4% | 0.08% | -1.2% |
| Q2 2014 | $2,642,000 | +0.5% | 50,956 | -4.9% | 0.09% | -3.4% |
| Q1 2014 | $2,628,000 | +2.9% | 53,561 | +7.1% | 0.09% | +6.0% |
| Q4 2013 | $2,553,000 | -75.7% | 50,033 | -75.4% | 0.08% | -76.7% |
| Q3 2013 | $10,502,000 | +31.4% | 203,158 | +22.8% | 0.36% | +127.0% |
| Q2 2013 | $7,994,000 | -9.5% | 165,387 | +3.2% | 0.16% | -7.6% |
| Q1 2013 | $8,833,000 | +26.8% | 160,320 | +31.6% | 0.17% | +19.4% |
| Q4 2012 | $6,966,000 | +2851.7% | 121,795 | +2674.4% | 0.14% | +2780.0% |
| Q3 2012 | $236,000 | – | 4,390 | – | 0.01% | – |
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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% |