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 | $30,734 | -2.1% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31,381 | +1.1% | 820 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,045 | +6.2% | 820 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29,225 | +12.4% | 820 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -13.3% | 820 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 820 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -2.7% | 845 | -3.4% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | -2.6% | 875 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | -2.6% | 875 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | -2.5% | 875 | -3.8% | 0.00% | -50.0% |
| Q1 2021 | $40,000 | +8.1% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 910 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $32,000 | 0.0% | 910 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $32,000 | +10.3% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -29.3% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $41,000 | +5.1% | 910 | -5.2% | 0.00% | 0.0% |
| Q3 2019 | $39,000 | -7.1% | 960 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | 0.0% | 960 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $42,000 | +13.5% | 960 | +2.7% | 0.00% | 0.0% |
| Q4 2018 | $37,000 | -7.5% | 935 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $40,000 | 0.0% | 935 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | -20.0% | 935 | -11.4% | 0.00% | 0.0% |
| Q1 2018 | $50,000 | -60.0% | 1,055 | -34.0% | 0.00% | -66.7% |
| Q4 2017 | $125,000 | +83.8% | 1,599 | 0.0% | 0.01% | +100.0% |
| Q3 2017 | $68,000 | +4.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $65,000 | -5.8% | 1,599 | -5.9% | 0.00% | 0.0% |
| Q1 2017 | $69,000 | +9.5% | 1,699 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $63,000 | +10.5% | 1,699 | +10.4% | 0.00% | 0.0% |
| Q3 2016 | $57,000 | +119.2% | 1,539 | +104.1% | 0.00% | +50.0% |
| Q2 2016 | $26,000 | +13.0% | 754 | +12.7% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | +9.5% | 669 | 0.0% | 0.00% | +100.0% |
| Q4 2015 | $21,000 | +425.0% | 669 | +435.2% | 0.00% | – |
| Q3 2015 | $4,000 | -55.6% | 125 | -45.7% | 0.00% | -100.0% |
| Q2 2015 | $9,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $9,000 | -67.9% | 230 | -66.2% | 0.00% | -50.0% |
| Q4 2014 | $28,000 | – | 680 | – | 0.00% | – |
Download | ||||||
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% |