WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 203 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $759 | +1.1% | 19,830 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $751 | -11.3% | 19,830 | -16.5% | 0.07% | -15.4% |
| Q4 2022 | $847 | -99.9% | 23,755 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $773,000 | -26.4% | 23,755 | -16.2% | 0.08% | -21.6% |
| Q2 2022 | $1,050,000 | -16.4% | 28,355 | -1.2% | 0.10% | -2.0% |
| Q1 2022 | $1,256,000 | +1.0% | 28,705 | 0.0% | 0.10% | +3.1% |
| Q4 2021 | $1,244,000 | -0.6% | 28,705 | 0.0% | 0.10% | -8.6% |
| Q3 2021 | $1,252,000 | -9.2% | 28,705 | -4.9% | 0.10% | -4.5% |
| Q2 2021 | $1,379,000 | +3.0% | 30,180 | 0.0% | 0.11% | -4.3% |
| Q1 2021 | $1,339,000 | +7.8% | 30,180 | 0.0% | 0.12% | -4.2% |
| Q4 2020 | $1,242,000 | +23.1% | 30,180 | +5.4% | 0.12% | +9.1% |
| Q3 2020 | $1,009,000 | -4.9% | 28,625 | -2.5% | 0.11% | -14.1% |
| Q2 2020 | $1,061,000 | +5.3% | 29,355 | -6.1% | 0.13% | -3.0% |
| Q1 2020 | $1,008,000 | -41.7% | 31,260 | -17.3% | 0.13% | -23.3% |
| Q4 2019 | $1,730,000 | +21.6% | 37,790 | +9.7% | 0.17% | +3.6% |
| Q3 2019 | $1,423,000 | +16.6% | 34,450 | +26.1% | 0.17% | +15.3% |
| Q2 2019 | $1,220,000 | +29.2% | 27,325 | +26.9% | 0.14% | +29.7% |
| Q1 2019 | $944,000 | +10.3% | 21,525 | +0.9% | 0.11% | -3.5% |
| Q4 2018 | $856,000 | -18.0% | 21,325 | -10.8% | 0.12% | -6.5% |
| Q3 2018 | $1,044,000 | -3.0% | 23,900 | -4.8% | 0.12% | -8.9% |
| Q2 2018 | $1,076,000 | -11.4% | 25,100 | -1.2% | 0.14% | -12.9% |
| Q1 2018 | $1,215,000 | -1.7% | 25,400 | -6.8% | 0.16% | +15.7% |
| Q4 2017 | $1,236,000 | +5.1% | 27,250 | -0.4% | 0.13% | +0.8% |
| Q3 2017 | $1,176,000 | -5.2% | 27,350 | -9.6% | 0.13% | -5.7% |
| Q2 2017 | $1,241,000 | -1.3% | 30,271 | -1.6% | 0.14% | -3.4% |
| Q1 2017 | $1,257,000 | +8.4% | 30,771 | -1.0% | 0.15% | +4.3% |
| Q4 2016 | $1,160,000 | -3.5% | 31,071 | -2.9% | 0.14% | -4.8% |
| Q3 2016 | $1,202,000 | -6.9% | 31,992 | -12.2% | 0.15% | -10.9% |
| Q2 2016 | $1,291,000 | -5.2% | 36,442 | -6.8% | 0.16% | -5.7% |
| Q1 2016 | $1,362,000 | -29.2% | 39,109 | -35.6% | 0.18% | -28.6% |
| Q4 2015 | $1,923,000 | -26.7% | 60,769 | -22.4% | 0.24% | -29.0% |
| Q3 2015 | $2,622,000 | -33.7% | 78,317 | -14.0% | 0.34% | -24.7% |
| Q2 2015 | $3,953,000 | +52.1% | 91,016 | +48.9% | 0.46% | +50.7% |
| Q1 2015 | $2,599,000 | +439.2% | 61,142 | +435.3% | 0.30% | +424.1% |
| Q4 2014 | $482,000 | +32.8% | 11,423 | +50.5% | 0.06% | +31.8% |
| Q3 2014 | $363,000 | -5.7% | 7,591 | +2.3% | 0.04% | -10.2% |
| Q2 2014 | $385,000 | +8.1% | 7,420 | +2.1% | 0.05% | +2.1% |
| Q1 2014 | $356,000 | -3.0% | 7,264 | +1.1% | 0.05% | -4.0% |
| Q4 2013 | $367,000 | +8.6% | 7,187 | +10.0% | 0.05% | 0.0% |
| Q3 2013 | $338,000 | +45.1% | 6,536 | +35.4% | 0.05% | +31.6% |
| Q2 2013 | $233,000 | – | 4,826 | – | 0.04% | – |
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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% |