WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,215,504 | +1.6% | 32,431 | +3.7% | 0.09% | +5.9% |
| Q2 2023 | $1,196,492 | +21.9% | 31,264 | +20.6% | 0.08% | +21.4% |
| Q1 2023 | $981,731 | +10.7% | 25,931 | +4.3% | 0.07% | +2.9% |
| Q4 2022 | $886,494 | +9.3% | 24,873 | -0.3% | 0.07% | 0.0% |
| Q3 2022 | $811,000 | +5.7% | 24,937 | +20.3% | 0.07% | +11.5% |
| Q2 2022 | $767,000 | -12.1% | 20,722 | +3.8% | 0.06% | +3.4% |
| Q1 2022 | $873,000 | +7.8% | 19,955 | +6.7% | 0.06% | +11.3% |
| Q4 2021 | $810,000 | +12.7% | 18,705 | +18.9% | 0.05% | -7.0% |
| Q2 2021 | $719,000 | +6.8% | 15,734 | +3.6% | 0.06% | -12.3% |
| Q1 2021 | $673,000 | +37.6% | 15,180 | +27.8% | 0.06% | +27.5% |
| Q4 2020 | $489,000 | +19.0% | 11,879 | +4.4% | 0.05% | -17.7% |
| Q2 2020 | $411,000 | -20.3% | 11,383 | +1.1% | 0.06% | -4.6% |
| Q4 2019 | $516,000 | – | 11,264 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |