WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,522 | +8.5% | 62 | 0.0% | 0.00% | – |
Q3 2023 | $2,324 | -2.1% | 62 | 0.0% | 0.00% | – |
Q2 2023 | $2,373 | +1.1% | 62 | 0.0% | 0.00% | – |
Q1 2023 | $2,347 | +117250.0% | 62 | 0.0% | 0.00% | – |
Q4 2022 | $2 | -99.9% | 62 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | -33.3% | 62 | 0.0% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q2 2021 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q1 2021 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q4 2020 | $3,000 | +50.0% | 62 | 0.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q1 2020 | $2,000 | -33.3% | 62 | 0.0% | 0.00% | – |
Q4 2019 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q3 2019 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
Q2 2019 | $3,000 | -99.9% | 62 | 0.0% | 0.00% | – |
Q1 2019 | $2,718,000 | +9.2% | 62 | 0.0% | 0.00% | – |
Q4 2018 | $2,489,000 | -8.1% | 62 | 0.0% | 0.00% | – |
Q3 2018 | $2,708,000 | -85.8% | 62 | -86.1% | 0.00% | -100.0% |
Q2 2018 | $19,120,000 | -10.4% | 446 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $21,328,000 | -56.3% | 446 | -58.5% | 0.00% | -50.0% |
Q4 2017 | $48,751,000 | +154.2% | 1,075 | +141.0% | 0.00% | +100.0% |
Q3 2017 | $19,178,000 | +654.7% | 446 | +619.4% | 0.00% | – |
Q2 2017 | $2,541,000 | +0.3% | 62 | 0.0% | 0.00% | – |
Q1 2017 | $2,533,000 | +9.4% | 62 | 0.0% | 0.00% | – |
Q4 2016 | $2,315,000 | -94.4% | 62 | -94.7% | 0.00% | -100.0% |
Q2 2016 | $41,158,000 | +1.7% | 1,162 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $40,472,000 | +13.3% | 1,162 | +2.9% | 0.01% | 0.0% |
Q4 2015 | $35,722,000 | -5.0% | 1,129 | +43.5% | 0.01% | -37.5% |
Q3 2015 | $37,603,000 | +2401.9% | 787 | +2613.8% | 0.01% | – |
Q2 2015 | $1,503,000 | -96.9% | 29 | -97.4% | 0.00% | -100.0% |
Q1 2015 | $47,982,000 | +3.5% | 1,129 | +2.6% | 0.01% | -46.7% |
Q4 2014 | $46,376,000 | +23.3% | 1,100 | +39.8% | 0.02% | +114.3% |
Q3 2014 | $37,603,000 | – | 787 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |