WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 193 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,498,150 | -12.1% | 253,419 | -10.2% | 0.56% | -4.6% |
| Q2 2023 | $10,804,637 | -5.9% | 282,327 | -6.9% | 0.58% | -3.2% |
| Q1 2023 | $11,483,058 | +12.5% | 303,303 | +5.9% | 0.60% | +16.2% |
| Q4 2022 | $10,210,530 | +23.0% | 286,491 | +12.3% | 0.52% | +2.8% |
| Q3 2022 | $8,300,000 | -6.3% | 255,162 | +6.7% | 0.50% | -0.8% |
| Q2 2022 | $8,859,000 | -12.0% | 239,231 | +4.0% | 0.51% | +5.6% |
| Q1 2022 | $10,068,000 | +7.5% | 230,062 | +6.5% | 0.48% | +7.6% |
| Q4 2021 | $9,362,000 | +3.4% | 216,122 | +4.1% | 0.45% | -4.3% |
| Q3 2021 | $9,057,000 | -0.7% | 207,579 | +4.0% | 0.47% | 0.0% |
| Q2 2021 | $9,121,000 | +5.0% | 199,669 | +2.0% | 0.47% | -1.1% |
| Q1 2021 | $8,683,000 | +7.0% | 195,740 | -0.8% | 0.47% | -2.7% |
| Q4 2020 | $8,118,000 | +22.5% | 197,327 | +5.0% | 0.48% | +6.4% |
| Q3 2020 | $6,625,000 | +3.0% | 187,999 | +5.7% | 0.46% | -3.0% |
| Q2 2020 | $6,429,000 | -22.2% | 177,935 | -30.6% | 0.47% | -35.6% |
| Q1 2020 | $8,264,000 | -25.1% | 256,235 | +6.3% | 0.73% | +1.4% |
| Q4 2019 | $11,034,000 | +15.8% | 241,064 | +4.5% | 0.72% | -6.0% |
| Q3 2019 | $9,531,000 | -3.9% | 230,728 | +3.9% | 0.77% | -5.9% |
| Q2 2019 | $9,915,000 | +2.7% | 222,016 | +0.8% | 0.81% | +0.1% |
| Q1 2019 | $9,658,000 | +10.9% | 220,296 | +1.5% | 0.81% | -1.3% |
| Q4 2018 | $8,710,000 | -10.8% | 216,941 | -2.9% | 0.82% | +2.9% |
| Q3 2018 | $9,760,000 | +4.2% | 223,496 | +2.3% | 0.80% | +0.6% |
| Q2 2018 | $9,367,000 | -11.4% | 218,501 | -1.2% | 0.80% | -11.5% |
| Q1 2018 | $10,571,000 | +6.3% | 221,057 | +0.8% | 0.90% | +10.0% |
| Q4 2017 | $9,946,000 | +16.5% | 219,323 | +10.5% | 0.82% | +11.5% |
| Q3 2017 | $8,536,000 | +3.2% | 198,508 | -1.6% | 0.73% | -0.9% |
| Q2 2017 | $8,269,000 | +1.5% | 201,724 | +1.1% | 0.74% | +0.3% |
| Q1 2017 | $8,148,000 | +29.1% | 199,470 | +18.0% | 0.74% | +25.7% |
| Q4 2016 | $6,311,000 | -17.8% | 169,008 | -17.3% | 0.59% | -21.3% |
| Q3 2016 | $7,679,000 | +14.6% | 204,391 | +8.1% | 0.75% | +10.5% |
| Q2 2016 | $6,699,000 | -5.3% | 189,124 | -6.9% | 0.68% | -11.9% |
| Q1 2016 | $7,075,000 | +19.7% | 203,136 | +8.8% | 0.77% | +14.5% |
| Q4 2015 | $5,909,000 | -13.4% | 186,750 | -8.4% | 0.67% | -16.6% |
| Q3 2015 | $6,825,000 | -14.4% | 203,851 | +11.0% | 0.80% | -7.9% |
| Q2 2015 | $7,976,000 | +4.3% | 183,654 | +2.0% | 0.87% | +6.1% |
| Q1 2015 | $7,650,000 | -13.9% | 179,996 | -14.6% | 0.82% | -16.6% |
| Q4 2014 | $8,887,000 | -27.3% | 210,802 | -17.6% | 0.98% | -27.1% |
| Q3 2014 | $12,225,000 | -3.3% | 255,854 | +4.9% | 1.35% | +1.1% |
| Q2 2014 | $12,638,000 | +7.8% | 243,790 | +2.1% | 1.33% | +3.2% |
| Q1 2014 | $11,720,000 | -13.8% | 238,840 | -10.4% | 1.29% | -22.5% |
| Q4 2013 | $13,603,000 | -0.9% | 266,567 | +0.4% | 1.67% | -7.3% |
| Q3 2013 | $13,727,000 | +8.2% | 265,573 | +1.1% | 1.80% | +3.8% |
| Q2 2013 | $12,690,000 | – | 262,571 | – | 1.74% | – |
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% |