WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,375 | -0.3% | 25,010 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $940,103 | +1.1% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $930,031 | +6.2% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $875,497 | +9.6% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $799,000 | -16.2% | 24,565 | -4.7% | 0.00% | -20.0% |
| Q2 2022 | $954,000 | -15.4% | 25,765 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,127,000 | +1.0% | 25,765 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $1,116,000 | +4.1% | 25,765 | +4.9% | 0.00% | -20.0% |
| Q3 2021 | $1,072,000 | -4.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,122,000 | -48.5% | 24,565 | -50.0% | 0.01% | 0.0% |
| Q1 2021 | $2,180,000 | +115.6% | 49,130 | +100.0% | 0.01% | 0.0% |
| Q4 2020 | $1,011,000 | +16.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $866,000 | -2.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $888,000 | +12.1% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $792,000 | -29.5% | 24,565 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $1,124,000 | +10.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,015,000 | -7.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,097,000 | – | 24,565 | – | 0.01% | – |
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% |