WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,083,557 | -15.9% | 48,108 | -18.7% | 0.02% | -21.4% |
| Q1 2024 | $2,476,175 | +39.0% | 59,182 | +35.1% | 0.03% | +27.3% |
| Q4 2023 | $1,781,914 | -10.2% | 43,803 | -17.3% | 0.02% | -21.4% |
| Q3 2023 | $1,985,091 | +38.1% | 52,964 | +41.0% | 0.03% | +33.3% |
| Q2 2023 | $1,437,536 | +109.6% | 37,563 | +107.3% | 0.02% | +90.9% |
| Q1 2023 | $685,910 | +38.4% | 18,117 | +30.3% | 0.01% | +22.2% |
| Q4 2022 | $495,717 | +22.7% | 13,909 | +12.1% | 0.01% | +12.5% |
| Q3 2022 | $404,000 | +97.1% | 12,407 | +123.8% | 0.01% | +100.0% |
| Q2 2022 | $205,000 | -1.9% | 5,543 | +15.1% | 0.00% | +33.3% |
| Q4 2021 | $209,000 | -6.3% | 4,815 | -1.2% | 0.00% | -25.0% |
| Q2 2021 | $223,000 | -71.3% | 4,874 | -77.9% | 0.00% | -80.0% |
| Q3 2020 | $776,000 | +10.9% | 22,028 | +13.7% | 0.02% | 0.0% |
| Q2 2020 | $700,000 | +14.2% | 19,382 | +2.0% | 0.02% | -9.1% |
| Q1 2020 | $613,000 | -24.3% | 19,008 | +7.4% | 0.02% | -8.3% |
| Q4 2019 | $810,000 | – | 17,701 | – | 0.02% | – |
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% |