WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16,323,120 | +9.6% | 458,000 | 0.0% | 1.38% | -1.6% |
| Q3 2022 | $14,899,000 | -12.2% | 458,000 | 0.0% | 1.40% | -2.7% |
| Q2 2022 | $16,960,000 | -15.4% | 458,000 | 0.0% | 1.44% | -5.4% |
| Q1 2022 | $20,042,000 | +1.0% | 458,000 | 0.0% | 1.52% | +3.6% |
| Q4 2021 | $19,841,000 | -0.7% | 458,000 | 0.0% | 1.47% | -6.1% |
| Q3 2021 | $19,983,000 | -4.5% | 458,000 | 0.0% | 1.56% | -6.7% |
| Q2 2021 | $20,921,000 | +3.0% | 458,000 | 0.0% | 1.68% | -14.4% |
| Q1 2021 | $20,317,000 | +7.8% | 458,000 | 0.0% | 1.96% | +0.7% |
| Q4 2020 | $18,842,000 | +16.7% | 458,000 | 0.0% | 1.94% | +13.9% |
| Q3 2020 | $16,140,000 | -2.5% | 458,000 | 0.0% | 1.71% | -8.9% |
| Q2 2020 | $16,548,000 | +12.0% | 458,000 | 0.0% | 1.87% | -12.6% |
| Q1 2020 | $14,771,000 | -29.5% | 458,000 | 0.0% | 2.14% | -6.4% |
| Q4 2019 | $20,963,000 | +10.8% | 458,000 | 0.0% | 2.29% | +4.5% |
| Q3 2019 | $18,920,000 | -7.5% | 458,000 | 0.0% | 2.19% | -12.4% |
| Q2 2019 | $20,454,000 | +84.4% | 458,000 | +81.0% | 2.50% | +75.8% |
| Q1 2019 | $11,092,000 | +9.2% | 253,000 | 0.0% | 1.42% | +0.7% |
| Q4 2018 | $10,158,000 | -8.1% | 253,000 | 0.0% | 1.41% | -0.6% |
| Q3 2018 | $11,049,000 | +1.9% | 253,000 | 0.0% | 1.42% | -7.8% |
| Q2 2018 | $10,846,000 | -10.3% | 253,000 | 0.0% | 1.54% | -16.9% |
| Q1 2018 | $12,098,000 | +5.4% | 253,000 | 0.0% | 1.86% | +7.2% |
| Q4 2017 | $11,474,000 | +5.5% | 253,000 | 0.0% | 1.73% | +7.8% |
| Q3 2017 | $10,879,000 | +4.9% | 253,000 | 0.0% | 1.61% | +5.1% |
| Q2 2017 | $10,370,000 | +0.3% | 253,000 | 0.0% | 1.53% | -10.2% |
| Q1 2017 | $10,335,000 | +9.4% | 253,000 | 0.0% | 1.70% | +7.2% |
| Q4 2016 | $9,447,000 | – | 253,000 | – | 1.59% | – |
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% |