WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |