WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $940,000 | -33.8% | 29,151 | -6.0% | 1.42% | -15.6% |
| Q4 2019 | $1,420,000 | +14.1% | 31,024 | +3.1% | 1.68% | +6.1% |
| Q3 2019 | $1,244,000 | -8.5% | 30,105 | -1.1% | 1.59% | -1.6% |
| Q2 2019 | $1,360,000 | -0.7% | 30,448 | -2.6% | 1.61% | -0.4% |
| Q1 2019 | $1,370,000 | +6.6% | 31,249 | -2.3% | 1.62% | -4.4% |
| Q4 2018 | $1,285,000 | -10.2% | 31,994 | -2.4% | 1.69% | -2.3% |
| Q3 2018 | $1,431,000 | -17.0% | 32,769 | -18.5% | 1.73% | +6.3% |
| Q2 2018 | $1,724,000 | -7.6% | 40,207 | -0.4% | 1.63% | -9.8% |
| Q1 2018 | $1,866,000 | -0.6% | 40,378 | -2.4% | 1.81% | +11.0% |
| Q4 2017 | $1,877,000 | -6.7% | 41,378 | -11.6% | 1.63% | -9.8% |
| Q3 2017 | $2,012,000 | +3.4% | 46,800 | -1.4% | 1.80% | +28.0% |
| Q2 2017 | $1,946,000 | +25.5% | 47,474 | +25.1% | 1.41% | +22.7% |
| Q1 2017 | $1,550,000 | -5.6% | 37,935 | -13.8% | 1.15% | -3.1% |
| Q4 2016 | $1,642,000 | +0.1% | 43,985 | +0.7% | 1.18% | -5.7% |
| Q3 2016 | $1,641,000 | +14.6% | 43,672 | +8.0% | 1.26% | +24.0% |
| Q2 2016 | $1,432,000 | +15.3% | 40,430 | +13.4% | 1.01% | +11.8% |
| Q1 2016 | $1,242,000 | +0.1% | 35,665 | -9.1% | 0.91% | +13.8% |
| Q4 2015 | $1,241,000 | -12.0% | 39,220 | -6.9% | 0.80% | -2.6% |
| Q3 2015 | $1,411,000 | -17.8% | 42,143 | +6.7% | 0.82% | +7.2% |
| Q2 2015 | $1,716,000 | -0.1% | 39,502 | -2.3% | 0.76% | +10.1% |
| Q1 2015 | $1,718,000 | +0.3% | 40,427 | -0.5% | 0.69% | +9.0% |
| Q4 2014 | $1,713,000 | -35.4% | 40,624 | -26.8% | 0.64% | -21.9% |
| Q3 2014 | $2,652,000 | -10.3% | 55,500 | -2.6% | 0.81% | -13.1% |
| Q2 2014 | $2,955,000 | +9.5% | 57,005 | +3.7% | 0.94% | +8.8% |
| Q1 2014 | $2,699,000 | -11.0% | 54,993 | -7.5% | 0.86% | -14.9% |
| Q4 2013 | $3,033,000 | -6.1% | 59,440 | -4.9% | 1.01% | -8.2% |
| Q3 2013 | $3,230,000 | +19.7% | 62,495 | +11.9% | 1.10% | +42.4% |
| Q2 2013 | $2,699,000 | +15.9% | 55,845 | +32.1% | 0.77% | -13.4% |
| Q1 2013 | $2,328,000 | – | 42,270 | – | 0.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |