WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,479,280 | -4.0% | 599,766 | -2.0% | 1.15% | -2.9% |
| Q2 2023 | $23,419,337 | -2.1% | 611,950 | -3.1% | 1.18% | -5.4% |
| Q1 2023 | $23,918,914 | +4.7% | 631,773 | -1.4% | 1.25% | +7.6% |
| Q4 2022 | $22,843,487 | -18.4% | 640,951 | -25.5% | 1.16% | -15.0% |
| Q3 2022 | $27,978,000 | -25.6% | 860,027 | -15.4% | 1.37% | -24.6% |
| Q2 2022 | $37,625,000 | -10.7% | 1,016,096 | +5.6% | 1.82% | -21.6% |
| Q1 2022 | $42,114,000 | -1.2% | 962,282 | -2.2% | 2.32% | +1.6% |
| Q4 2021 | $42,635,000 | -2.0% | 984,096 | -1.3% | 2.28% | -10.8% |
| Q3 2021 | $43,493,000 | -4.6% | 996,878 | -0.1% | 2.56% | -0.9% |
| Q2 2021 | $45,605,000 | +7.6% | 998,347 | +4.5% | 2.58% | -4.8% |
| Q1 2021 | $42,365,000 | +6.9% | 955,102 | -0.9% | 2.71% | +0.1% |
| Q4 2020 | $39,632,000 | +13.9% | 963,418 | -2.5% | 2.70% | -0.7% |
| Q3 2020 | $34,810,000 | -12.4% | 987,821 | -10.2% | 2.72% | -26.3% |
| Q2 2020 | $39,756,000 | -46.7% | 1,100,423 | -52.4% | 3.69% | -49.7% |
| Q1 2020 | $74,566,000 | +511.2% | 2,311,507 | +766.9% | 7.34% | +550.4% |
| Q4 2019 | $12,200,000 | +11.8% | 266,652 | +1.0% | 1.13% | +15.6% |
| Q3 2019 | $10,910,000 | -6.6% | 264,125 | +1.0% | 0.98% | +0.2% |
| Q2 2019 | $11,681,000 | -10.8% | 261,461 | -12.4% | 0.98% | -8.8% |
| Q1 2019 | $13,088,000 | -46.7% | 298,537 | -51.2% | 1.07% | -42.6% |
| Q4 2018 | $24,568,000 | +987.6% | 611,677 | +1082.6% | 1.86% | +865.3% |
| Q3 2018 | $2,259,000 | +605.9% | 51,721 | +592.3% | 0.19% | +614.8% |
| Q2 2018 | $320,000 | -13.3% | 7,471 | -3.2% | 0.03% | -15.6% |
| Q1 2018 | $369,000 | – | 7,721 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |