WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,604,805 | +12.6% | 37,054 | +8.8% | 0.08% | +5.6% |
| Q1 2024 | $1,424,922 | +5.4% | 34,056 | +2.5% | 0.07% | -8.9% |
| Q4 2023 | $1,351,982 | +11.2% | 33,235 | +2.5% | 0.08% | -12.2% |
| 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 ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |