WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $49,389,718 | +6.4% | 1,317,762 | +8.6% | 0.04% | +6.1% |
Q2 2023 | $46,424,207 | +23.5% | 1,213,071 | +22.2% | 0.03% | +13.8% |
Q1 2023 | $37,598,322 | +42.5% | 993,088 | +34.2% | 0.03% | +26.1% |
Q4 2022 | $26,380,113 | +9.6% | 740,183 | +0.0% | 0.02% | 0.0% |
Q3 2022 | $24,069,000 | -14.5% | 739,904 | -2.7% | 0.02% | -14.8% |
Q2 2022 | $28,155,000 | -39.7% | 760,330 | -28.7% | 0.03% | -32.5% |
Q1 2022 | $46,680,000 | +64.2% | 1,066,728 | +62.6% | 0.04% | +66.7% |
Q4 2021 | $28,426,000 | +9.7% | 656,186 | +10.5% | 0.02% | 0.0% |
Q3 2021 | $25,901,000 | -5.7% | 593,642 | -1.3% | 0.02% | -14.3% |
Q2 2021 | $27,472,000 | +18.2% | 601,397 | +14.8% | 0.03% | +3.7% |
Q1 2021 | $23,236,000 | +35.4% | 523,794 | +25.5% | 0.03% | +22.7% |
Q4 2020 | $17,164,000 | +18.2% | 417,200 | +1.2% | 0.02% | -4.3% |
Q3 2020 | $14,524,000 | +8.8% | 412,149 | +11.6% | 0.02% | 0.0% |
Q2 2020 | $13,346,000 | +19.2% | 369,380 | +6.4% | 0.02% | -4.2% |
Q1 2020 | $11,199,000 | -32.3% | 347,244 | -3.9% | 0.02% | -20.0% |
Q4 2019 | $16,546,000 | +23.0% | 361,496 | +11.0% | 0.03% | +11.1% |
Q3 2019 | $13,455,000 | -6.0% | 325,710 | +1.6% | 0.03% | -12.9% |
Q2 2019 | $14,313,000 | +7.7% | 320,496 | +5.7% | 0.03% | +3.3% |
Q1 2019 | $13,294,000 | +187.9% | 303,230 | +163.6% | 0.03% | +150.0% |
Q4 2018 | $4,618,000 | -5.3% | 115,015 | +3.0% | 0.01% | 0.0% |
Q3 2018 | $4,878,000 | +9.4% | 111,707 | +7.4% | 0.01% | 0.0% |
Q2 2018 | $4,457,000 | -6.2% | 103,967 | +4.6% | 0.01% | -7.7% |
Q1 2018 | $4,753,000 | +3.8% | 99,397 | -1.5% | 0.01% | -7.1% |
Q4 2017 | $4,579,000 | +17.8% | 100,960 | +11.7% | 0.01% | 0.0% |
Q3 2017 | $3,887,000 | +9.4% | 90,394 | +4.3% | 0.01% | +7.7% |
Q2 2017 | $3,552,000 | -13.2% | 86,662 | -13.1% | 0.01% | -53.6% |
Q1 2017 | $4,091,000 | +7.9% | 99,673 | -0.7% | 0.03% | -3.4% |
Q4 2016 | $3,792,000 | +9.1% | 100,359 | +7.9% | 0.03% | -12.1% |
Q3 2016 | $3,477,000 | +7.8% | 93,054 | +1.5% | 0.03% | +22.2% |
Q2 2016 | $3,226,000 | -42.5% | 91,685 | -44.9% | 0.03% | +68.8% |
Q1 2016 | $5,610,000 | -20.6% | 166,504 | -27.4% | 0.02% | -20.0% |
Q4 2015 | $7,068,000 | +46.2% | 229,257 | +65.4% | 0.02% | -25.9% |
Q3 2015 | $4,836,000 | -33.6% | 138,633 | -19.7% | 0.03% | -27.0% |
Q2 2015 | $7,280,000 | -8.1% | 172,665 | -5.8% | 0.04% | -7.5% |
Q1 2015 | $7,924,000 | -50.5% | 183,337 | -51.7% | 0.04% | -54.5% |
Q4 2014 | $15,998,000 | +10.1% | 379,448 | +22.9% | 0.09% | +1.1% |
Q3 2014 | $14,526,000 | +8.4% | 308,810 | +19.5% | 0.09% | +11.5% |
Q2 2014 | $13,398,000 | +4.3% | 258,441 | -1.3% | 0.08% | -1.3% |
Q1 2014 | $12,850,000 | -12.9% | 261,875 | -9.4% | 0.08% | -14.1% |
Q4 2013 | $14,757,000 | -16.5% | 289,174 | -11.4% | 0.09% | -22.0% |
Q3 2013 | $17,674,000 | +17.9% | 326,504 | +5.3% | 0.12% | +9.3% |
Q2 2013 | $14,989,000 | – | 310,143 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |