WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,566,084 | -2.1% | 175,189 | -0.0% | 0.42% | -7.8% |
| Q2 2023 | $6,704,789 | +1.1% | 175,197 | 0.0% | 0.46% | -18.9% |
| Q1 2023 | $6,632,958 | +106129.3% | 175,197 | 0.0% | 0.57% | +4.2% |
| Q4 2022 | $6,244 | -99.9% | 175,197 | -0.0% | 0.54% | -7.6% |
| Q3 2022 | $5,702,000 | +670.5% | 175,258 | +937.0% | 0.59% | +2460.9% |
| Q1 2022 | $740,000 | +1.1% | 16,900 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $732,000 | -0.7% | 16,900 | 0.0% | 0.02% | +100.0% |
| Q3 2021 | $737,000 | -4.5% | 16,900 | 0.0% | 0.01% | -31.2% |
| Q2 2021 | $772,000 | +2.9% | 16,900 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $750,000 | +7.9% | 16,900 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $695,000 | +16.6% | 16,900 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $596,000 | -2.5% | 16,900 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $611,000 | -43.9% | 16,900 | -50.0% | 0.02% | 0.0% |
| Q1 2020 | $1,090,000 | +40.8% | 33,800 | +100.0% | 0.02% | -9.5% |
| Q4 2019 | $774,000 | +10.9% | 16,900 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $698,000 | -7.5% | 16,900 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $755,000 | +1.9% | 16,900 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $741,000 | +9.1% | 16,900 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $679,000 | -8.0% | 16,900 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $738,000 | +43.6% | 16,900 | +14.6% | 0.02% | -42.4% |
| Q1 2016 | $514,000 | +10.1% | 14,750 | 0.0% | 0.03% | -5.7% |
| Q4 2015 | $467,000 | -5.5% | 14,750 | 0.0% | 0.04% | -7.9% |
| Q3 2015 | $494,000 | -22.9% | 14,750 | 0.0% | 0.04% | -20.8% |
| Q2 2015 | $641,000 | +2.2% | 14,750 | 0.0% | 0.05% | -2.0% |
| Q1 2015 | $627,000 | +0.8% | 14,750 | 0.0% | 0.05% | +16.7% |
| Q4 2014 | $622,000 | -11.8% | 14,750 | 0.0% | 0.04% | -12.5% |
| Q3 2014 | $705,000 | -7.8% | 14,750 | 0.0% | 0.05% | -7.7% |
| Q2 2014 | $765,000 | +5.7% | 14,750 | 0.0% | 0.05% | +6.1% |
| Q1 2014 | $724,000 | -3.9% | 14,750 | 0.0% | 0.05% | -3.9% |
| Q4 2013 | $753,000 | -1.2% | 14,750 | 0.0% | 0.05% | -15.0% |
| Q3 2013 | $762,000 | – | 14,750 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |