WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 224 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 2.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,510 | -1.0% | 5,750 | +1.1% | 0.02% | +5.9% |
| Q2 2023 | $217,603 | +1.1% | 5,686 | 0.0% | 0.02% | -29.2% |
| Q1 2023 | $215,272 | -51.5% | 5,686 | -54.3% | 0.02% | -52.9% |
| Q4 2022 | $443,504 | +8.7% | 12,444 | -0.7% | 0.05% | 0.0% |
| Q3 2022 | $408,000 | -12.1% | 12,527 | 0.0% | 0.05% | -5.6% |
| Q2 2022 | $464,000 | -15.3% | 12,527 | 0.0% | 0.05% | -1.8% |
| Q1 2022 | $548,000 | +0.9% | 12,527 | 0.0% | 0.06% | +10.0% |
| Q4 2021 | $543,000 | -3.0% | 12,527 | -2.5% | 0.05% | -5.7% |
| Q3 2021 | $560,000 | -4.6% | 12,843 | -0.0% | 0.05% | -5.4% |
| Q2 2021 | $587,000 | +0.3% | 12,844 | -2.7% | 0.06% | -5.1% |
| Q1 2021 | $585,000 | +8.5% | 13,194 | +0.7% | 0.06% | +1.7% |
| Q4 2020 | $539,000 | +10.9% | 13,101 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $486,000 | +4.1% | 13,101 | +4.8% | 0.06% | -3.3% |
| Q2 2020 | $467,000 | +15.0% | 12,501 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $406,000 | -38.4% | 12,501 | -12.9% | 0.06% | -22.1% |
| Q4 2019 | $659,000 | +11.5% | 14,351 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $591,000 | -6.6% | 14,351 | +1.3% | 0.08% | -4.9% |
| Q2 2019 | $633,000 | +1.9% | 14,167 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $621,000 | +9.1% | 14,167 | 0.0% | 0.08% | -2.4% |
| Q4 2018 | $569,000 | -21.2% | 14,167 | -14.3% | 0.08% | -5.7% |
| Q3 2018 | $722,000 | +0.1% | 16,537 | -1.7% | 0.09% | -5.4% |
| Q2 2018 | $721,000 | -10.3% | 16,817 | 0.0% | 0.09% | -12.3% |
| Q1 2018 | $804,000 | +4.1% | 16,817 | -1.2% | 0.11% | +7.1% |
| Q4 2017 | $772,000 | +5.5% | 17,017 | 0.0% | 0.10% | -2.9% |
| Q3 2017 | $732,000 | +4.9% | 17,017 | 0.0% | 0.10% | -15.0% |
| Q2 2017 | $698,000 | +0.4% | 17,017 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $695,000 | +11.9% | 17,017 | +2.4% | 0.12% | +3.4% |
| Q4 2016 | $621,000 | -6.2% | 16,622 | -5.6% | 0.12% | -9.9% |
| Q3 2016 | $662,000 | +4.3% | 17,613 | -1.7% | 0.13% | +3.1% |
| Q2 2016 | $635,000 | -4.5% | 17,925 | -6.1% | 0.13% | -8.0% |
| Q1 2016 | $665,000 | +11.8% | 19,085 | +1.5% | 0.14% | +7.8% |
| Q4 2015 | $595,000 | -1.2% | 18,794 | +4.6% | 0.13% | -3.8% |
| Q3 2015 | $602,000 | -30.8% | 17,970 | -10.3% | 0.13% | -24.0% |
| Q2 2015 | $870,000 | +3.7% | 20,040 | +1.5% | 0.18% | +5.4% |
| Q1 2015 | $839,000 | +4.0% | 19,735 | +3.1% | 0.17% | +2.5% |
| Q4 2014 | $807,000 | -17.0% | 19,135 | -6.0% | 0.16% | -17.8% |
| Q3 2014 | $972,000 | -8.7% | 20,350 | -1.0% | 0.20% | -6.6% |
| Q2 2014 | $1,065,000 | +1.6% | 20,550 | -3.7% | 0.21% | -2.3% |
| Q1 2014 | $1,048,000 | -1.1% | 21,349 | +2.7% | 0.22% | -4.4% |
| Q4 2013 | $1,060,000 | +1.2% | 20,778 | +2.6% | 0.23% | -5.8% |
| Q3 2013 | $1,047,000 | +14.1% | 20,254 | +6.6% | 0.24% | +4.8% |
| Q2 2013 | $918,000 | – | 18,993 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |