WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,859,751 | -3.7% | 76,301 | -1.6% | 0.06% | -1.7% |
| Q2 2023 | $2,968,882 | +25.2% | 77,577 | +23.8% | 0.06% | +17.6% |
| Q1 2023 | $2,372,166 | +12.4% | 62,656 | +5.8% | 0.05% | +4.1% |
| Q4 2022 | $2,110,454 | +20.0% | 59,216 | +9.6% | 0.05% | +40.0% |
| Q3 2022 | $1,758,000 | -7.7% | 54,048 | +5.1% | 0.04% | -5.4% |
| Q2 2022 | $1,905,000 | -3.9% | 51,432 | +13.5% | 0.04% | +5.7% |
| Q1 2022 | $1,983,000 | +5.0% | 45,322 | +3.9% | 0.04% | +6.1% |
| Q4 2021 | $1,889,000 | +2.2% | 43,610 | +3.0% | 0.03% | -2.9% |
| Q3 2021 | $1,848,000 | -1.4% | 42,349 | +3.2% | 0.03% | 0.0% |
| Q2 2021 | $1,874,000 | +9.3% | 41,028 | +6.2% | 0.03% | +3.0% |
| Q1 2021 | $1,714,000 | +7.9% | 38,638 | +0.1% | 0.03% | +3.1% |
| Q4 2020 | $1,588,000 | +19.3% | 38,594 | +2.2% | 0.03% | +6.7% |
| Q3 2020 | $1,331,000 | +1.0% | 37,771 | +3.5% | 0.03% | -3.2% |
| Q2 2020 | $1,318,000 | +11.5% | 36,486 | -0.5% | 0.03% | 0.0% |
| Q1 2020 | $1,182,000 | -28.5% | 36,656 | +1.5% | 0.03% | -13.9% |
| Q4 2019 | $1,653,000 | +2.4% | 36,116 | -7.6% | 0.04% | 0.0% |
| Q3 2019 | $1,614,000 | -9.8% | 39,075 | -2.5% | 0.04% | -7.7% |
| Q2 2019 | $1,790,000 | +3.1% | 40,077 | +1.1% | 0.04% | 0.0% |
| Q1 2019 | $1,737,000 | +15.3% | 39,631 | +5.7% | 0.04% | +8.3% |
| Q4 2018 | $1,506,000 | -6.5% | 37,497 | +1.6% | 0.04% | +2.9% |
| Q3 2018 | $1,611,000 | +2.9% | 36,892 | +1.0% | 0.04% | 0.0% |
| Q2 2018 | $1,566,000 | -2.4% | 36,538 | +8.9% | 0.04% | 0.0% |
| Q1 2018 | $1,604,000 | +1.0% | 33,545 | -4.2% | 0.04% | +2.9% |
| Q4 2017 | $1,588,000 | +21.0% | 35,011 | +14.7% | 0.03% | +9.7% |
| Q3 2017 | $1,312,000 | +22.7% | 30,511 | +17.0% | 0.03% | +19.2% |
| Q2 2017 | $1,069,000 | +27.1% | 26,081 | +26.7% | 0.03% | +23.8% |
| Q1 2017 | $841,000 | +18.3% | 20,587 | +8.1% | 0.02% | +16.7% |
| Q4 2016 | $711,000 | +9.2% | 19,047 | +9.9% | 0.02% | +12.5% |
| Q3 2016 | $651,000 | +14.2% | 17,334 | +7.6% | 0.02% | +14.3% |
| Q2 2016 | $570,000 | +76.5% | 16,105 | +73.6% | 0.01% | +75.0% |
| Q1 2016 | $323,000 | +35.1% | 9,276 | +87.6% | 0.01% | 0.0% |
| Q2 2013 | $239,000 | – | 4,945 | – | 0.01% | – |
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% |