WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $296 | +166.7% | 6,855 | +154.5% | 0.00% | – |
| Q1 2024 | $111 | -77.5% | 2,693 | -77.9% | 0.00% | -100.0% |
| Q4 2023 | $494 | +282.9% | 12,174 | +253.3% | 0.00% | – |
| Q3 2023 | $129 | -12.2% | 3,446 | -10.7% | 0.00% | – |
| Q2 2023 | $147 | +172.2% | 3,858 | +167.7% | 0.00% | – |
| Q1 2023 | $54 | -46.0% | 1,441 | -48.8% | 0.00% | – |
| Q4 2022 | $100 | -99.9% | 2,816 | -33.9% | 0.00% | – |
| Q3 2022 | $138,000 | -68.7% | 4,261 | -64.3% | 0.00% | -100.0% |
| Q2 2022 | $441,000 | -29.1% | 11,941 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $622,000 | -73.4% | 14,236 | -73.7% | 0.00% | -50.0% |
| Q4 2021 | $2,340,000 | +46700.0% | 54,044 | +42792.1% | 0.00% | – |
| Q3 2021 | $5,000 | -82.8% | 126 | -80.6% | 0.00% | – |
| Q2 2021 | $29,000 | +38.1% | 651 | +25.4% | 0.00% | – |
| Q4 2020 | $21,000 | -98.9% | 519 | -99.1% | 0.00% | -100.0% |
| Q1 2020 | $1,949,000 | +708.7% | 60,473 | +1045.1% | 0.00% | – |
| Q4 2019 | $241,000 | +4720.0% | 5,281 | +3993.8% | 0.00% | – |
| Q2 2019 | $5,000 | -99.6% | 129 | -99.6% | 0.00% | -100.0% |
| Q4 2018 | $1,370,000 | +11316.7% | 34,164 | +13040.0% | 0.00% | – |
| Q1 2018 | $12,000 | – | 260 | +1200.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 20 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $388,000 | +479.1% | 10,413 | +643.8% | 0.00% | – |
| Q2 2013 | $67,000 | – | 1,400 | – | 0.00% | – |
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% |