WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $490,723 | +7.1% | 12,063 | -1.3% | 0.11% | -0.9% |
| Q3 2023 | $458,305 | -2.9% | 12,228 | -0.9% | 0.11% | 0.0% |
| Q2 2023 | $472,214 | -1.2% | 12,339 | -2.3% | 0.11% | -6.1% |
| Q1 2023 | $478,058 | +101183.5% | 12,627 | -4.7% | 0.11% | 0.0% |
| Q4 2022 | $472 | -99.9% | 13,249 | -11.2% | 0.11% | -9.5% |
| Q3 2022 | $485,000 | -25.8% | 14,915 | -15.6% | 0.13% | -18.7% |
| Q2 2022 | $654,000 | -21.6% | 17,666 | -7.3% | 0.16% | -0.6% |
| Q1 2022 | $834,000 | -0.1% | 19,056 | -1.2% | 0.16% | +5.4% |
| Q4 2021 | $835,000 | -3.6% | 19,288 | -2.8% | 0.15% | -11.9% |
| Q3 2021 | $866,000 | -5.1% | 19,841 | -0.7% | 0.17% | -4.0% |
| Q2 2021 | $913,000 | +2.9% | 19,977 | 0.0% | 0.18% | -4.9% |
| Q1 2021 | $887,000 | +7.5% | 19,977 | -0.3% | 0.18% | +1.7% |
| Q4 2020 | $825,000 | +6.3% | 20,046 | -8.9% | 0.18% | -8.6% |
| Q3 2020 | $776,000 | -3.8% | 22,005 | -1.4% | 0.20% | -10.4% |
| Q2 2020 | $807,000 | +6.3% | 22,320 | -5.2% | 0.22% | -11.2% |
| Q1 2020 | $759,000 | -58.3% | 23,538 | -40.7% | 0.25% | -49.0% |
| Q4 2019 | $1,818,000 | +20.6% | 39,706 | +8.9% | 0.49% | +8.9% |
| Q3 2019 | $1,507,000 | -20.0% | 36,476 | -13.5% | 0.45% | -21.3% |
| Q2 2019 | $1,884,000 | -10.5% | 42,193 | -12.1% | 0.57% | -11.5% |
| Q1 2019 | $2,105,000 | +9.6% | 48,022 | +0.4% | 0.64% | -3.0% |
| Q4 2018 | $1,920,000 | +18.6% | 47,811 | +29.0% | 0.66% | +37.3% |
| Q3 2018 | $1,619,000 | +32.9% | 37,074 | +30.5% | 0.48% | +23.8% |
| Q2 2018 | $1,218,000 | -11.7% | 28,403 | -1.5% | 0.39% | -13.7% |
| Q1 2018 | $1,380,000 | -1.4% | 28,846 | -6.5% | 0.45% | +21.2% |
| Q4 2017 | $1,399,000 | +6.7% | 30,845 | +1.2% | 0.37% | -17.8% |
| Q3 2017 | $1,311,000 | +6.7% | 30,477 | +1.6% | 0.45% | +2.7% |
| Q2 2017 | $1,229,000 | -11.3% | 29,988 | -11.5% | 0.44% | -12.6% |
| Q1 2017 | $1,385,000 | -53.7% | 33,898 | -57.7% | 0.51% | -51.6% |
| Q4 2016 | $2,993,000 | -8.3% | 80,146 | -7.8% | 1.04% | -22.1% |
| Q3 2016 | $3,264,000 | +95.1% | 86,889 | +84.0% | 1.34% | +89.8% |
| Q2 2016 | $1,673,000 | – | 47,235 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
| MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
| VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
| Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
| ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
| Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
| AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
| McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
| JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |