WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,657,868 | +17.4% | 1,058,107 | +19.8% | 0.02% | +20.0% |
Q2 2023 | $33,788,032 | +11.4% | 882,886 | +10.2% | 0.02% | 0.0% |
Q1 2023 | $30,329,758 | +25.3% | 801,103 | +18.0% | 0.02% | +15.4% |
Q4 2022 | $24,204,779 | +29.3% | 679,146 | +18.1% | 0.01% | +18.2% |
Q3 2022 | $18,714,000 | -4.0% | 575,291 | +9.3% | 0.01% | 0.0% |
Q2 2022 | $19,494,000 | -11.5% | 526,434 | +4.5% | 0.01% | 0.0% |
Q1 2022 | $22,038,000 | +37.5% | 503,611 | +36.1% | 0.01% | +37.5% |
Q4 2021 | $16,025,000 | +1.8% | 369,917 | +2.6% | 0.01% | -11.1% |
Q3 2021 | $15,738,000 | +5.7% | 360,716 | +10.6% | 0.01% | +12.5% |
Q2 2021 | $14,893,000 | +15.2% | 326,039 | +11.9% | 0.01% | 0.0% |
Q1 2021 | $12,925,000 | +2.9% | 291,362 | -4.5% | 0.01% | -11.1% |
Q4 2020 | $12,556,000 | +18.8% | 305,208 | +1.8% | 0.01% | 0.0% |
Q3 2020 | $10,565,000 | -5.9% | 299,815 | -3.5% | 0.01% | -18.2% |
Q2 2020 | $11,223,000 | +5.2% | 310,630 | -6.1% | 0.01% | -15.4% |
Q1 2020 | $10,665,000 | -5.3% | 330,685 | +34.3% | 0.01% | +8.3% |
Q4 2019 | $11,266,000 | +24.8% | 246,140 | +12.6% | 0.01% | +20.0% |
Q3 2019 | $9,029,000 | -2.3% | 218,560 | +5.6% | 0.01% | -16.7% |
Q2 2019 | $9,243,000 | +7.8% | 206,960 | +5.9% | 0.01% | 0.0% |
Q1 2019 | $8,572,000 | +14.2% | 195,520 | +4.6% | 0.01% | 0.0% |
Q4 2018 | $7,503,000 | +218.3% | 186,881 | +246.2% | 0.01% | +200.0% |
Q3 2018 | $2,357,000 | -29.2% | 53,975 | -30.5% | 0.00% | -50.0% |
Q2 2018 | $3,328,000 | -18.8% | 77,631 | -12.4% | 0.01% | -33.3% |
Q1 2018 | $4,101,000 | -3.5% | 88,582 | -5.5% | 0.01% | +33.3% |
Q4 2017 | $4,251,000 | +5.6% | 93,763 | +0.2% | 0.01% | -10.0% |
Q3 2017 | $4,027,000 | +35.1% | 93,617 | +28.8% | 0.01% | +25.0% |
Q2 2017 | $2,980,000 | -1.8% | 72,707 | -2.1% | 0.01% | -20.0% |
Q1 2017 | $3,034,000 | +11.3% | 74,251 | +1.7% | 0.01% | 0.0% |
Q4 2016 | $2,727,000 | +15.0% | 73,030 | +15.7% | 0.01% | +11.1% |
Q3 2016 | $2,372,000 | +5.4% | 63,139 | -0.7% | 0.01% | 0.0% |
Q2 2016 | $2,251,000 | +19.3% | 63,564 | +17.3% | 0.01% | +12.5% |
Q1 2016 | $1,887,000 | -37.1% | 54,176 | -42.8% | 0.01% | -42.9% |
Q4 2015 | $2,999,000 | -37.5% | 94,776 | -33.8% | 0.01% | -41.7% |
Q3 2015 | $4,796,000 | -45.4% | 143,256 | -29.2% | 0.02% | -42.9% |
Q2 2015 | $8,790,000 | -4.2% | 202,392 | -6.3% | 0.04% | -10.6% |
Q1 2015 | $9,176,000 | +155.2% | 215,918 | +153.2% | 0.05% | +27.0% |
Q4 2014 | $3,595,000 | -52.8% | 85,279 | -46.5% | 0.04% | -51.9% |
Q3 2014 | $7,611,000 | -10.5% | 159,287 | -2.9% | 0.08% | -12.5% |
Q2 2014 | $8,502,000 | +204.3% | 163,998 | +188.1% | 0.09% | +183.9% |
Q1 2014 | $2,794,000 | -4.6% | 56,930 | -0.9% | 0.03% | -8.8% |
Q4 2013 | $2,930,000 | -21.4% | 57,419 | -20.3% | 0.03% | -24.4% |
Q3 2013 | $3,726,000 | -36.7% | 72,079 | -40.8% | 0.04% | -40.8% |
Q2 2013 | $5,889,000 | – | 121,843 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |