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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $3,534,000 | -7.0% | 81,585 | -6.3% | 1.76% | -12.5% |
Q3 2021 | $3,800,000 | -40.5% | 87,100 | -37.7% | 2.01% | -41.7% |
Q2 2021 | $6,389,000 | -1.9% | 139,865 | -4.7% | 3.44% | -11.1% |
Q1 2021 | $6,512,000 | +8.2% | 146,800 | +0.3% | 3.87% | -2.8% |
Q4 2020 | $6,018,000 | +33.3% | 146,295 | +14.2% | 3.98% | +12.6% |
Q3 2020 | $4,513,000 | -5.2% | 128,085 | -2.9% | 3.54% | -4.9% |
Q2 2020 | $4,763,000 | +14.7% | 131,855 | +2.4% | 3.72% | -5.0% |
Q1 2020 | $4,152,000 | -32.4% | 128,765 | -4.1% | 3.92% | -2.5% |
Q4 2019 | $6,145,000 | +10.8% | 134,275 | -0.0% | 4.02% | +3.5% |
Q3 2019 | $5,548,000 | -5.7% | 134,315 | +1.9% | 3.88% | -4.3% |
Q2 2019 | $5,885,000 | +1.9% | 131,780 | 0.0% | 4.06% | -1.4% |
Q1 2019 | $5,777,000 | +10.9% | 131,780 | +1.6% | 4.11% | +1.6% |
Q4 2018 | $5,209,000 | -9.1% | 129,750 | -1.1% | 4.05% | +4.6% |
Q3 2018 | $5,731,000 | +78.6% | 131,255 | +75.3% | 3.87% | +63.8% |
Q2 2018 | $3,209,000 | -10.2% | 74,870 | +0.1% | 2.36% | -8.7% |
Q1 2018 | $3,575,000 | +5.7% | 74,770 | +0.3% | 2.59% | +5.8% |
Q4 2017 | $3,381,000 | +5.3% | 74,565 | -0.1% | 2.45% | +0.2% |
Q3 2017 | $3,210,000 | +3.2% | 74,655 | -1.7% | 2.44% | +6.6% |
Q2 2017 | $3,111,000 | +1.3% | 75,910 | +1.0% | 2.29% | -1.0% |
Q1 2017 | $3,070,000 | +720.9% | 75,155 | +535.3% | 2.31% | +602.1% |
Q4 2015 | $374,000 | – | 11,830 | – | 0.33% | – |
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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% |