WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,082,025 | -1.6% | 482,445 | +0.4% | 0.05% | -45.3% |
| Q2 2023 | $18,383,403 | +1.1% | 480,361 | +0.1% | 0.10% | +143.6% |
| Q1 2023 | $18,175,829 | +18.0% | 480,080 | +11.1% | 0.04% | +14.7% |
| Q4 2022 | $15,406,709 | +44.2% | 432,287 | +31.6% | 0.03% | +21.4% |
| Q3 2022 | $10,687,000 | +54.0% | 328,540 | +75.3% | 0.03% | +55.6% |
| Q2 2022 | $6,939,000 | +5.7% | 187,395 | +24.9% | 0.02% | +28.6% |
| Q1 2022 | $6,566,000 | +0.1% | 150,039 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $6,560,000 | -4.9% | 151,435 | -4.2% | 0.01% | -17.6% |
| Q3 2021 | $6,898,000 | +8.7% | 158,113 | +13.8% | 0.02% | +6.2% |
| Q2 2021 | $6,345,000 | +9.9% | 138,897 | +6.8% | 0.02% | -15.8% |
| Q1 2021 | $5,771,000 | -26.0% | 130,086 | -31.4% | 0.02% | -24.0% |
| Q4 2020 | $7,797,000 | +7.9% | 189,524 | -7.6% | 0.02% | -10.7% |
| Q3 2020 | $7,227,000 | -5.6% | 205,078 | -3.2% | 0.03% | -20.0% |
| Q2 2020 | $7,657,000 | -7.5% | 211,938 | -17.5% | 0.04% | -25.5% |
| Q1 2020 | $8,282,000 | -5.6% | 256,801 | +34.0% | 0.05% | +17.5% |
| Q4 2019 | $8,773,000 | +6.0% | 191,684 | -4.3% | 0.04% | -7.0% |
| Q3 2019 | $8,274,000 | -4.1% | 200,286 | +3.7% | 0.04% | -8.5% |
| Q2 2019 | $8,628,000 | +1.8% | 193,187 | -0.1% | 0.05% | +6.8% |
| Q1 2019 | $8,479,000 | +11.6% | 193,398 | +2.2% | 0.04% | -4.3% |
| Q4 2018 | $7,595,000 | +6.9% | 189,177 | +16.3% | 0.05% | +31.4% |
| Q3 2018 | $7,105,000 | +1060.9% | 162,688 | +825.2% | 0.04% | +483.3% |
| Q1 2016 | $612,000 | +10.1% | 17,585 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $556,000 | -5.6% | 17,585 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $589,000 | -32.5% | 17,585 | -14.4% | 0.01% | -30.0% |
| Q1 2015 | $873,000 | +0.8% | 20,544 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $866,000 | -25.5% | 20,544 | -15.6% | 0.01% | -33.3% |
| Q3 2014 | $1,163,000 | -94.2% | 24,337 | -93.7% | 0.02% | -96.7% |
| Q3 2013 | $20,120,000 | -32.6% | 389,246 | -37.0% | 0.46% | -38.0% |
| Q2 2013 | $29,847,000 | – | 617,570 | – | 0.74% | – |
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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% |