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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,000 | -12.0% | 500 | -16.7% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | -85.7% | 600 | -87.9% | 0.00% | -87.5% |
| Q3 2020 | $175,000 | -6.9% | 4,956 | -4.9% | 0.02% | -15.8% |
| Q2 2020 | $188,000 | +3.9% | 5,209 | -7.2% | 0.02% | +11.8% |
| Q1 2020 | $181,000 | -40.1% | 5,612 | -14.8% | 0.02% | -26.1% |
| Q4 2019 | $302,000 | -8.5% | 6,585 | -17.5% | 0.02% | -11.5% |
| Q3 2019 | $330,000 | -22.4% | 7,980 | -16.1% | 0.03% | -25.7% |
| Q2 2019 | $425,000 | -14.3% | 9,514 | -15.9% | 0.04% | -18.6% |
| Q1 2019 | $496,000 | -5.3% | 11,318 | -13.3% | 0.04% | -15.7% |
| Q4 2018 | $524,000 | -24.9% | 13,053 | -18.3% | 0.05% | -13.6% |
| Q3 2018 | $698,000 | -0.9% | 15,985 | -2.7% | 0.06% | -6.3% |
| Q2 2018 | $704,000 | -10.8% | 16,423 | -0.5% | 0.06% | -14.9% |
| Q1 2018 | $789,000 | +6.9% | 16,503 | +1.4% | 0.07% | +7.2% |
| Q4 2017 | $738,000 | -1.5% | 16,268 | -6.5% | 0.07% | -6.8% |
| Q3 2017 | $749,000 | -0.5% | 17,406 | -5.3% | 0.07% | -3.9% |
| Q2 2017 | $753,000 | -18.1% | 18,371 | -18.3% | 0.08% | -22.2% |
| Q1 2017 | $919,000 | -14.2% | 22,476 | -21.7% | 0.10% | -19.5% |
| Q4 2016 | $1,071,000 | -3.3% | 28,699 | -2.6% | 0.12% | -11.5% |
| Q3 2016 | $1,107,000 | +7.2% | 29,462 | +1.0% | 0.14% | +1.5% |
| Q2 2016 | $1,033,000 | -2.6% | 29,169 | -4.2% | 0.14% | -7.4% |
| Q1 2016 | $1,061,000 | -3.0% | 30,461 | -11.9% | 0.15% | -5.7% |
| Q4 2015 | $1,094,000 | -40.6% | 34,587 | -37.2% | 0.16% | -45.3% |
| Q3 2015 | $1,843,000 | -35.5% | 55,051 | -16.4% | 0.29% | -31.0% |
| Q2 2015 | $2,858,000 | -11.6% | 65,825 | -13.5% | 0.42% | -11.5% |
| Q1 2015 | $3,233,000 | -11.0% | 76,077 | -11.7% | 0.47% | -11.3% |
| Q4 2014 | $3,631,000 | -26.6% | 86,109 | -16.8% | 0.53% | -29.1% |
| Q3 2014 | $4,945,000 | -9.6% | 103,483 | -1.9% | 0.75% | -11.4% |
| Q2 2014 | $5,472,000 | +5.5% | 105,541 | -0.2% | 0.84% | -0.7% |
| Q1 2014 | $5,188,000 | -7.5% | 105,723 | -3.8% | 0.85% | -9.6% |
| Q4 2013 | $5,610,000 | +4.0% | 109,936 | +5.4% | 0.94% | -5.1% |
| Q3 2013 | $5,394,000 | +7.9% | 104,342 | +0.8% | 0.99% | +1.3% |
| Q2 2013 | $5,001,000 | – | 103,464 | – | 0.98% | – |
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% |