WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,927 | -2.1% | 6,775 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $259,279 | +1.1% | 6,775 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $256,503 | +6.2% | 6,775 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $241,461 | +9.8% | 6,775 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $220,000 | -12.4% | 6,775 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $251,000 | -15.2% | 6,775 | 0.0% | 0.02% | -10.0% |
| Q1 2022 | $296,000 | +1.0% | 6,775 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $293,000 | -1.0% | 6,775 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $296,000 | -7.2% | 6,775 | -2.9% | 0.02% | -8.7% |
| Q2 2021 | $319,000 | +3.2% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $309,000 | +7.7% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $287,000 | +16.7% | 6,975 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $246,000 | -2.4% | 6,975 | 0.0% | 0.02% | -12.5% |
| Q2 2020 | $252,000 | +12.0% | 6,975 | 0.0% | 0.02% | -4.0% |
| Q1 2020 | $225,000 | -29.5% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $319,000 | +8.5% | 6,975 | -2.1% | 0.02% | +4.2% |
| Q3 2019 | $294,000 | -7.5% | 7,125 | 0.0% | 0.02% | -14.3% |
| Q2 2019 | $318,000 | +1.9% | 7,125 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $312,000 | +1.0% | 7,125 | -7.5% | 0.03% | -12.5% |
| Q4 2018 | $309,000 | -5.8% | 7,700 | +2.5% | 0.03% | +10.3% |
| Q3 2018 | $328,000 | -4.4% | 7,509 | -6.1% | 0.03% | -12.1% |
| Q2 2018 | $343,000 | -10.2% | 7,994 | 0.0% | 0.03% | -10.8% |
| Q1 2018 | $382,000 | +5.2% | 7,994 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $363,000 | +14.9% | 7,994 | +8.9% | 0.04% | +15.6% |
| Q3 2017 | $316,000 | +5.0% | 7,344 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $301,000 | -3.8% | 7,344 | -4.2% | 0.03% | -8.6% |
| Q1 2017 | $313,000 | +52.7% | 7,669 | +39.6% | 0.04% | +59.1% |
| Q4 2016 | $205,000 | – | 5,494 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |