WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,728,815 | +10.3% | 76,566 | +0.6% | 0.05% | +5.9% |
| Q3 2022 | $2,475,000 | -9.7% | 76,077 | +2.7% | 0.05% | -1.9% |
| Q2 2022 | $2,742,000 | -20.5% | 74,051 | -6.0% | 0.05% | -1.9% |
| Q1 2022 | $3,447,000 | -29.7% | 78,763 | -30.4% | 0.05% | -25.4% |
| Q4 2021 | $4,902,000 | -14.7% | 113,120 | -14.1% | 0.07% | -22.0% |
| Q3 2021 | $5,747,000 | -83.9% | 131,732 | -83.1% | 0.09% | -80.7% |
| Q2 2021 | $35,621,000 | +0.5% | 779,792 | -2.4% | 0.47% | -11.3% |
| Q1 2021 | $35,453,000 | +2.1% | 799,201 | -5.3% | 0.53% | -0.7% |
| Q4 2020 | $34,712,000 | +26.1% | 843,765 | +8.0% | 0.54% | +13.8% |
| Q3 2020 | $27,529,000 | -6.7% | 781,173 | -4.3% | 0.47% | -61.8% |
| Q2 2020 | $29,501,000 | +8.9% | 816,530 | -2.8% | 1.23% | -0.5% |
| Q1 2020 | $27,096,000 | +67.8% | 840,195 | +138.2% | 1.24% | +129.9% |
| Q4 2019 | $16,145,000 | +11.0% | 352,751 | +0.2% | 0.54% | +7.2% |
| Q3 2019 | $14,539,000 | -10.4% | 351,956 | -3.2% | 0.50% | -1.0% |
| Q2 2019 | $16,231,000 | -3.1% | 363,430 | -4.8% | 0.51% | -5.0% |
| Q1 2019 | $16,742,000 | +4.1% | 381,893 | -4.6% | 0.54% | -4.8% |
| Q4 2018 | $16,079,000 | -8.0% | 400,472 | +0.1% | 0.56% | +3.5% |
| Q3 2018 | $17,479,000 | +2.1% | 400,242 | +0.2% | 0.54% | -0.7% |
| Q2 2018 | $17,123,000 | -5.6% | 399,424 | +5.4% | 0.55% | -6.3% |
| Q1 2018 | $18,130,000 | +68.7% | 379,138 | +60.0% | 0.58% | +64.0% |
| Q4 2017 | $10,748,000 | +27.4% | 236,992 | +20.8% | 0.36% | +19.1% |
| Q3 2017 | $8,434,000 | +5.7% | 196,129 | +0.8% | 0.30% | -1.6% |
| Q2 2017 | $7,977,000 | -0.5% | 194,602 | -0.9% | 0.30% | -7.0% |
| Q1 2017 | $8,018,000 | -6.3% | 196,284 | -14.3% | 0.33% | -9.7% |
| Q4 2016 | $8,555,000 | -37.7% | 229,101 | -37.3% | 0.36% | -36.9% |
| Q3 2016 | $13,735,000 | +8.6% | 365,586 | +2.4% | 0.57% | +6.7% |
| Q2 2016 | $12,646,000 | +2.6% | 357,036 | +0.9% | 0.54% | +1.9% |
| Q1 2016 | $12,330,000 | -72.4% | 354,001 | -75.0% | 0.53% | -72.7% |
| Q4 2015 | $44,750,000 | +14.2% | 1,414,328 | +20.8% | 1.94% | +13.3% |
| Q3 2015 | $39,183,000 | +18.1% | 1,170,320 | +53.2% | 1.71% | +33.3% |
| Q2 2015 | $33,173,000 | +2.8% | 763,813 | +0.6% | 1.28% | +5.3% |
| Q1 2015 | $32,268,000 | -38.8% | 759,259 | -39.3% | 1.22% | -39.3% |
| Q4 2014 | $52,721,000 | -17.0% | 1,250,485 | -5.9% | 2.00% | -17.0% |
| Q3 2014 | $63,484,000 | +11.0% | 1,328,671 | +20.5% | 2.42% | +13.7% |
| Q2 2014 | $57,181,000 | +42.9% | 1,103,031 | +35.3% | 2.12% | +37.7% |
| Q1 2014 | $40,015,000 | -5.7% | 815,472 | -1.9% | 1.54% | -5.7% |
| Q4 2013 | $42,416,000 | +59.6% | 831,204 | +61.6% | 1.64% | +52.7% |
| Q3 2013 | $26,581,000 | +53.7% | 514,255 | +43.7% | 1.07% | +47.5% |
| Q2 2013 | $17,292,000 | – | 357,800 | – | 0.73% | – |
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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% |