WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |