WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,326,137 | +7.0% | 53,709 | +3.4% | 0.02% | +10.0% |
Q1 2024 | $2,174,048 | -1.6% | 51,961 | -4.3% | 0.02% | -16.7% |
Q4 2023 | $2,208,477 | +10.2% | 54,289 | +1.6% | 0.02% | +4.3% |
Q3 2023 | $2,003,156 | +0.9% | 53,446 | +3.1% | 0.02% | +9.5% |
Q2 2023 | $1,984,414 | +7.1% | 51,853 | +5.9% | 0.02% | 0.0% |
Q1 2023 | $1,852,944 | +107817.5% | 48,942 | +1.6% | 0.02% | -4.5% |
Q4 2022 | $1,717 | -99.9% | 48,164 | +11.5% | 0.02% | +4.8% |
Q3 2022 | $1,405,000 | -7.3% | 43,181 | +5.5% | 0.02% | -8.7% |
Q2 2022 | $1,515,000 | -9.0% | 40,917 | +7.6% | 0.02% | +15.0% |
Q1 2022 | $1,665,000 | +2.3% | 38,044 | +1.3% | 0.02% | +5.3% |
Q4 2021 | $1,627,000 | +2.1% | 37,561 | +2.9% | 0.02% | 0.0% |
Q3 2021 | $1,593,000 | +56.3% | 36,517 | +63.6% | 0.02% | +46.2% |
Q2 2021 | $1,019,000 | +53.9% | 22,316 | +49.6% | 0.01% | +44.4% |
Q1 2021 | $662,000 | +19.3% | 14,916 | +10.5% | 0.01% | +28.6% |
Q4 2020 | $555,000 | +11.7% | 13,493 | -4.3% | 0.01% | -12.5% |
Q3 2020 | $497,000 | +1.0% | 14,093 | +3.4% | 0.01% | -11.1% |
Q2 2020 | $492,000 | +13.6% | 13,626 | +1.4% | 0.01% | 0.0% |
Q1 2020 | $433,000 | -36.9% | 13,440 | -10.3% | 0.01% | -18.2% |
Q4 2019 | $686,000 | +7.4% | 14,990 | -3.1% | 0.01% | +10.0% |
Q3 2019 | $639,000 | -18.6% | 15,475 | -12.0% | 0.01% | -16.7% |
Q2 2019 | $785,000 | +3.2% | 17,584 | +1.3% | 0.01% | -7.7% |
Q1 2019 | $761,000 | -11.2% | 17,362 | -18.7% | 0.01% | -23.5% |
Q4 2018 | $857,000 | -40.7% | 21,344 | -35.6% | 0.02% | -34.6% |
Q3 2018 | $1,446,000 | +10.8% | 33,126 | +8.8% | 0.03% | +4.0% |
Q2 2018 | $1,305,000 | -10.4% | 30,435 | -0.0% | 0.02% | -13.8% |
Q1 2018 | $1,456,000 | +4.2% | 30,440 | -1.2% | 0.03% | +3.6% |
Q4 2017 | $1,397,000 | +9.7% | 30,805 | +4.0% | 0.03% | 0.0% |
Q3 2017 | $1,273,000 | +9.1% | 29,609 | +4.0% | 0.03% | +3.7% |
Q2 2017 | $1,167,000 | +27.3% | 28,466 | +26.8% | 0.03% | +22.7% |
Q1 2017 | $917,000 | +177.9% | 22,456 | +154.3% | 0.02% | +144.4% |
Q4 2016 | $330,000 | +13.4% | 8,831 | +14.0% | 0.01% | +12.5% |
Q3 2016 | $291,000 | +6.2% | 7,746 | 0.0% | 0.01% | +14.3% |
Q2 2016 | $274,000 | +27300.0% | 7,746 | +21416.7% | 0.01% | – |
Q1 2016 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | -99.6% | 36 | -99.4% | 0.00% | -100.0% |
Q2 2015 | $270,000 | -25.0% | 6,213 | -26.6% | 0.01% | -27.3% |
Q1 2015 | $360,000 | -98.3% | 8,464 | -98.3% | 0.01% | -98.2% |
Q4 2014 | $21,209,000 | -35.9% | 503,063 | -27.3% | 0.61% | -43.7% |
Q3 2014 | $33,074,000 | -9.5% | 692,224 | -1.8% | 1.09% | -5.9% |
Q2 2014 | $36,537,000 | +3.6% | 704,797 | -1.9% | 1.16% | +2.4% |
Q1 2014 | $35,255,000 | +4.7% | 718,454 | +8.9% | 1.13% | -2.1% |
Q4 2013 | $33,675,000 | +0.1% | 659,901 | +1.4% | 1.16% | -8.4% |
Q3 2013 | $33,643,000 | +21.0% | 650,858 | +13.2% | 1.26% | +16.0% |
Q2 2013 | $27,793,000 | – | 575,075 | – | 1.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
Surevest, LLC | 68,897 | $2,766,000 | 2.18% |