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 | $16,861 | -36.0% | 450 | -34.6% | 0.00% | – |
| Q2 2023 | $26,329 | -24.8% | 688 | -25.6% | 0.00% | -100.0% |
| Q1 2023 | $35,019 | +6.3% | 925 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,956 | +9.9% | 925 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -11.8% | 925 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -15.0% | 925 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | -4.8% | 925 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -27.6% | 925 | -29.2% | 0.00% | 0.0% |
| Q1 2021 | $58,000 | -10.8% | 1,307 | -17.9% | 0.00% | 0.0% |
| Q4 2020 | $65,000 | -50.8% | 1,592 | -57.5% | 0.00% | -66.7% |
| Q3 2020 | $132,000 | -2.2% | 3,742 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $135,000 | +5.5% | 3,742 | -5.8% | 0.00% | 0.0% |
| Q1 2020 | $128,000 | -25.1% | 3,972 | +6.3% | 0.00% | 0.0% |
| Q4 2019 | $171,000 | +8.2% | 3,735 | -2.4% | 0.00% | -20.0% |
| Q3 2019 | $158,000 | -7.6% | 3,825 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $171,000 | +7.5% | 3,825 | +5.2% | 0.01% | 0.0% |
| Q1 2019 | $159,000 | +8.9% | 3,635 | -0.3% | 0.01% | 0.0% |
| Q4 2018 | $146,000 | -26.6% | 3,645 | -20.2% | 0.01% | -16.7% |
| Q3 2018 | $199,000 | +3.6% | 4,567 | +2.0% | 0.01% | 0.0% |
| Q2 2018 | $192,000 | -10.3% | 4,479 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $214,000 | +5.4% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $203,000 | +5.2% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $193,000 | +4.9% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $184,000 | +0.5% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $183,000 | +9.6% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $167,000 | -0.6% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $168,000 | +5.7% | 4,479 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $159,000 | -1.2% | 4,479 | -3.2% | 0.01% | 0.0% |
| Q1 2016 | $161,000 | +67.7% | 4,629 | +52.3% | 0.01% | +75.0% |
| Q4 2015 | $96,000 | -55.8% | 3,040 | -53.1% | 0.00% | -63.6% |
| Q3 2015 | $217,000 | +7.4% | 6,479 | +39.3% | 0.01% | +22.2% |
| Q2 2015 | $202,000 | +64.2% | 4,650 | +61.2% | 0.01% | +50.0% |
| Q1 2015 | $123,000 | +0.8% | 2,884 | -0.2% | 0.01% | 0.0% |
| Q4 2014 | $122,000 | -11.6% | 2,890 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $138,000 | -8.0% | 2,890 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $150,000 | +5.6% | 2,890 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $142,000 | -3.4% | 2,890 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $147,000 | -5.8% | 2,890 | -4.5% | 0.01% | 0.0% |
| Q3 2013 | $156,000 | -54.7% | 3,025 | -57.5% | 0.01% | -57.9% |
| Q2 2013 | $344,000 | – | 7,115 | – | 0.02% | – |
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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% |