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 | $15,104,425 | +12.1% | 402,996 | +14.4% | 0.02% | +17.6% |
Q2 2023 | $13,477,479 | +0.3% | 352,168 | -0.8% | 0.02% | -10.5% |
Q1 2023 | $13,438,515 | +24.3% | 354,954 | +17.0% | 0.02% | +18.8% |
Q4 2022 | $10,811,744 | -5.3% | 303,359 | -13.5% | 0.02% | -20.0% |
Q3 2022 | $11,411,000 | +22.8% | 350,780 | +39.8% | 0.02% | +25.0% |
Q2 2022 | $9,293,000 | -10.2% | 250,951 | +6.1% | 0.02% | -5.9% |
Q1 2022 | $10,352,000 | +4.4% | 236,564 | +3.3% | 0.02% | +6.2% |
Q4 2021 | $9,920,000 | -5.7% | 228,966 | -5.1% | 0.02% | -15.8% |
Q3 2021 | $10,523,000 | -3.7% | 241,180 | +0.9% | 0.02% | -9.5% |
Q2 2021 | $10,924,000 | +29.0% | 239,114 | +25.3% | 0.02% | +16.7% |
Q1 2021 | $8,465,000 | -0.1% | 190,835 | -7.3% | 0.02% | -10.0% |
Q4 2020 | $8,473,000 | +3.4% | 205,965 | -11.4% | 0.02% | -9.1% |
Q3 2020 | $8,193,000 | -31.8% | 232,514 | -30.1% | 0.02% | -40.5% |
Q2 2020 | $12,015,000 | +5.9% | 332,530 | -5.5% | 0.04% | -15.9% |
Q1 2020 | $11,350,000 | -31.5% | 351,917 | -2.7% | 0.04% | -21.4% |
Q4 2019 | $16,559,000 | +16.5% | 361,788 | +5.1% | 0.06% | +3.7% |
Q3 2019 | $14,217,000 | -1.5% | 344,168 | +6.5% | 0.05% | -6.9% |
Q2 2019 | $14,431,000 | +16.7% | 323,143 | +14.6% | 0.06% | +7.4% |
Q1 2019 | $12,367,000 | +17.8% | 282,096 | +7.9% | 0.05% | +1.9% |
Q4 2018 | $10,498,000 | +33.4% | 261,458 | +45.1% | 0.05% | +32.5% |
Q3 2018 | $7,869,000 | +12.0% | 180,183 | +10.0% | 0.04% | +2.6% |
Q2 2018 | $7,023,000 | -68.4% | 163,829 | -64.8% | 0.04% | -71.1% |
Q1 2018 | $22,239,000 | +249.8% | 465,054 | +231.7% | 0.14% | +229.3% |
Q4 2017 | $6,358,000 | +7.3% | 140,188 | +1.8% | 0.04% | -2.4% |
Q3 2017 | $5,923,000 | +9.1% | 137,750 | +4.0% | 0.04% | -4.5% |
Q2 2017 | $5,429,000 | +12.8% | 132,450 | +12.4% | 0.04% | 0.0% |
Q1 2017 | $4,815,000 | +10.7% | 117,875 | +1.1% | 0.04% | -6.4% |
Q4 2016 | $4,351,000 | +9.6% | 116,537 | +4.0% | 0.05% | -17.5% |
Q2 2016 | $3,971,000 | -4.2% | 112,106 | -5.8% | 0.06% | -14.9% |
Q1 2016 | $4,146,000 | -0.1% | 119,011 | -9.3% | 0.07% | -19.3% |
Q4 2015 | $4,152,000 | -17.2% | 131,215 | -12.4% | 0.08% | -30.3% |
Q3 2015 | $5,015,000 | -14.1% | 149,789 | +11.5% | 0.12% | -21.2% |
Q2 2015 | $5,836,000 | +1.9% | 134,378 | -0.3% | 0.15% | -5.6% |
Q1 2015 | $5,726,000 | -14.6% | 134,724 | -15.3% | 0.16% | -22.7% |
Q4 2014 | $6,704,000 | -49.9% | 159,013 | -43.2% | 0.21% | -55.8% |
Q3 2014 | $13,384,000 | +4.8% | 280,119 | +13.7% | 0.47% | -6.0% |
Q2 2014 | $12,773,000 | +0.7% | 246,387 | -4.6% | 0.50% | -6.0% |
Q1 2014 | $12,679,000 | -49.1% | 258,391 | -47.1% | 0.53% | -53.2% |
Q4 2013 | $24,925,000 | -14.7% | 488,424 | -13.6% | 1.13% | -26.2% |
Q3 2013 | $29,212,000 | +21.4% | 565,136 | +13.5% | 1.54% | +6.7% |
Q2 2013 | $24,067,000 | – | 497,956 | – | 1.44% | – |
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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% |