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 | $1,322,407 | -92.8% | 35,283 | -92.7% | 0.00% | -100.0% |
| Q2 2023 | $18,378,747 | +1283.0% | 480,239 | +1268.2% | 0.00% | – |
| Q1 2023 | $1,328,886 | +10.6% | 35,100 | +4.2% | 0.00% | – |
| Q4 2022 | $1,201,068 | -38.6% | 33,700 | -43.9% | 0.00% | – |
| Q3 2022 | $1,955,000 | -9.3% | 60,100 | +3.3% | 0.00% | – |
| Q2 2022 | $2,155,000 | -73.1% | 58,187 | -68.2% | 0.00% | -100.0% |
| Q1 2022 | $7,999,000 | +116.8% | 182,798 | +114.6% | 0.00% | – |
| Q4 2021 | $3,690,000 | +68.8% | 85,200 | +70.1% | 0.00% | – |
| Q3 2021 | $2,186,000 | -75.3% | 50,096 | -74.2% | 0.00% | -100.0% |
| Q2 2021 | $8,859,000 | -32.3% | 193,949 | -34.3% | 0.00% | -50.0% |
| Q1 2021 | $13,086,000 | +50.1% | 294,995 | +39.1% | 0.00% | – |
| Q4 2020 | $8,720,000 | +130.8% | 212,000 | +97.8% | 0.00% | – |
| Q3 2020 | $3,778,000 | -14.6% | 107,198 | -12.5% | 0.00% | -100.0% |
| Q2 2020 | $4,425,000 | -12.0% | 122,448 | -21.5% | 0.00% | -50.0% |
| Q1 2020 | $5,030,000 | -54.1% | 155,983 | -34.8% | 0.00% | -33.3% |
| Q4 2019 | $10,956,000 | +501.3% | 239,372 | +442.8% | 0.00% | – |
| Q3 2019 | $1,822,000 | -81.1% | 44,098 | -79.5% | 0.00% | -100.0% |
| Q2 2019 | $9,621,000 | +141.7% | 215,400 | +137.2% | 0.00% | 0.0% |
| Q1 2019 | $3,981,000 | -73.7% | 90,800 | -75.9% | 0.00% | -85.7% |
| Q4 2018 | $15,132,000 | +72.4% | 376,873 | +87.5% | 0.01% | +133.3% |
| Q3 2018 | $8,778,000 | -2.1% | 201,011 | -3.9% | 0.00% | 0.0% |
| Q2 2018 | $8,967,000 | +108.7% | 209,173 | +132.9% | 0.00% | +200.0% |
| Q1 2018 | $4,296,000 | +64.7% | 89,826 | +56.2% | 0.00% | 0.0% |
| Q4 2017 | $2,608,000 | +29.0% | 57,500 | +22.3% | 0.00% | – |
| Q3 2017 | $2,021,000 | +51.7% | 47,000 | +44.6% | 0.00% | – |
| Q2 2017 | $1,332,000 | -43.3% | 32,500 | -43.5% | 0.00% | -100.0% |
| Q1 2017 | $2,349,000 | -39.1% | 57,500 | -44.3% | 0.00% | 0.0% |
| Q4 2016 | $3,856,000 | +65.3% | 103,258 | +66.3% | 0.00% | – |
| Q3 2016 | $2,333,000 | +7.5% | 62,087 | +1.3% | 0.00% | -100.0% |
| Q2 2016 | $2,170,000 | +26.1% | 61,261 | +24.0% | 0.00% | 0.0% |
| Q1 2016 | $1,721,000 | -72.2% | 49,400 | -74.7% | 0.00% | -50.0% |
| Q4 2015 | $6,180,000 | +10.1% | 195,321 | +16.5% | 0.00% | 0.0% |
| Q3 2015 | $5,615,000 | -45.9% | 167,721 | -29.9% | 0.00% | -60.0% |
| Q2 2015 | $10,385,000 | +82.4% | 239,110 | +78.6% | 0.01% | +66.7% |
| Q1 2015 | $5,692,000 | -64.4% | 133,913 | -64.7% | 0.00% | -57.1% |
| Q4 2014 | $15,971,000 | -9.1% | 378,833 | +3.0% | 0.01% | +16.7% |
| Q3 2014 | $17,575,000 | -11.0% | 367,836 | -3.4% | 0.01% | -33.3% |
| Q2 2014 | $19,748,000 | +65.2% | 380,945 | +56.4% | 0.01% | +80.0% |
| Q1 2014 | $11,955,000 | -26.9% | 243,629 | -24.0% | 0.01% | -37.5% |
| Q4 2013 | $16,356,000 | -0.1% | 320,507 | +1.2% | 0.01% | 0.0% |
| Q3 2013 | $16,368,000 | -73.5% | 316,649 | -75.3% | 0.01% | -77.1% |
| Q2 2013 | $61,744,000 | – | 1,280,104 | – | 0.04% | – |
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% |