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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $240 | +1.3% | 6,262 | 0.0% | 0.01% | -10.0% |
Q1 2023 | $237 | +0.9% | 6,262 | -5.1% | 0.01% | -9.1% |
Q4 2022 | $235 | -99.9% | 6,600 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $215,000 | -0.5% | 6,600 | +13.4% | 0.01% | +10.0% |
Q2 2022 | $216,000 | -22.6% | 5,820 | -8.8% | 0.01% | -16.7% |
Q1 2022 | $279,000 | +8.6% | 6,379 | +7.6% | 0.01% | +9.1% |
Q4 2021 | $257,000 | -0.8% | 5,928 | 0.0% | 0.01% | -15.4% |
Q3 2021 | $259,000 | -4.4% | 5,928 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $271,000 | +3.0% | 5,928 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $263,000 | +6.9% | 5,928 | -0.9% | 0.01% | -6.7% |
Q4 2020 | $246,000 | +16.6% | 5,984 | 0.0% | 0.02% | +7.1% |
Q3 2020 | $211,000 | -2.3% | 5,984 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $216,000 | +26.3% | 5,984 | +12.8% | 0.02% | +6.7% |
Q1 2020 | $171,000 | -29.6% | 5,307 | 0.0% | 0.02% | -11.8% |
Q4 2019 | $243,000 | +15.2% | 5,307 | +3.7% | 0.02% | 0.0% |
Q3 2019 | $211,000 | -72.9% | 5,119 | -70.6% | 0.02% | -73.8% |
Q2 2019 | $778,000 | -2.1% | 17,421 | -3.9% | 0.06% | -9.7% |
Q1 2019 | $795,000 | +9.2% | 18,129 | 0.0% | 0.07% | -4.0% |
Q4 2018 | $728,000 | -7.4% | 18,129 | +0.7% | 0.08% | +1.4% |
Q3 2018 | $786,000 | +5.2% | 18,000 | +3.3% | 0.07% | 0.0% |
Q2 2018 | $747,000 | -10.9% | 17,430 | -0.6% | 0.07% | -12.9% |
Q1 2018 | $838,000 | +5.4% | 17,533 | 0.0% | 0.08% | +2.4% |
Q4 2017 | $795,000 | +42.2% | 17,533 | +34.8% | 0.08% | +23.9% |
Q3 2017 | $559,000 | +4.9% | 13,010 | 0.0% | 0.07% | -4.3% |
Q2 2017 | $533,000 | +0.4% | 13,010 | 0.0% | 0.07% | -10.3% |
Q1 2017 | $531,000 | +6.0% | 13,010 | -3.0% | 0.08% | -4.9% |
Q4 2016 | $501,000 | +6162.5% | 13,410 | +6605.0% | 0.08% | +4000.0% |
Q4 2014 | $8,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% |
Q2 2014 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $10,000 | – | 200 | – | 0.00% | – |
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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% |