WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |