WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,496 | -2.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,654 | +1.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,572 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,128 | +1.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | -10.0% | 200 | -14.9% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -73.0% | 235 | -70.8% | 0.00% | -50.0% |
| Q2 2021 | $37,000 | +2.8% | 804 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $36,000 | +260.0% | 804 | +229.5% | 0.00% | +200.0% |
| Q4 2020 | $10,000 | -60.0% | 244 | -65.8% | 0.00% | -50.0% |
| Q3 2020 | $25,000 | +257.1% | 713 | +256.5% | 0.00% | +100.0% |
| Q2 2020 | $7,000 | -46.2% | 200 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -83.8% | 400 | -77.1% | 0.00% | -85.7% |
| Q4 2019 | $80,000 | +81.8% | 1,747 | +65.1% | 0.01% | +75.0% |
| Q3 2019 | $44,000 | -41.3% | 1,058 | -36.9% | 0.00% | -50.0% |
| Q2 2019 | $75,000 | +134.4% | 1,676 | +130.9% | 0.01% | +100.0% |
| Q1 2019 | $32,000 | -60.0% | 726 | -63.4% | 0.00% | -63.6% |
| Q4 2018 | $80,000 | -10.1% | 1,981 | -3.3% | 0.01% | 0.0% |
| Q3 2018 | $89,000 | -18.3% | 2,048 | -19.5% | 0.01% | -26.7% |
| Q2 2018 | $109,000 | -7.6% | 2,543 | +2.7% | 0.02% | -6.2% |
| Q1 2018 | $118,000 | +5.4% | 2,476 | +0.1% | 0.02% | -5.9% |
| Q4 2017 | $112,000 | – | 2,473 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |