WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,392,569 | -57.9% | 37,155 | -57.0% | 0.03% | -56.3% |
| Q2 2023 | $3,308,709 | +187.2% | 86,457 | +167.5% | 0.07% | +115.2% |
| Q4 2022 | $1,151,991 | -88.1% | 32,323 | -89.1% | 0.03% | -89.1% |
| Q3 2022 | $9,661,000 | +47.5% | 296,976 | +67.9% | 0.30% | +65.2% |
| Q2 2022 | $6,548,000 | -14.6% | 176,843 | +1.0% | 0.18% | -14.4% |
| Q1 2022 | $7,665,000 | -43.0% | 175,149 | -43.6% | 0.22% | -61.4% |
| Q4 2021 | $13,457,000 | -32.3% | 310,646 | -31.9% | 0.56% | -30.7% |
| Q3 2021 | $19,889,000 | +525.8% | 455,866 | +555.2% | 0.80% | +644.4% |
| Q2 2021 | $3,178,000 | -52.4% | 69,574 | -53.7% | 0.11% | -70.9% |
| Q1 2021 | $6,670,000 | +274.3% | 150,363 | +197.4% | 0.37% | +163.1% |
| Q3 2020 | $1,782,000 | -18.1% | 50,565 | -16.0% | 0.14% | -9.6% |
| Q2 2020 | $2,176,000 | +3.4% | 60,224 | +31.0% | 0.16% | -3.7% |
| Q4 2019 | $2,104,000 | -50.5% | 45,975 | -55.3% | 0.16% | -69.4% |
| Q3 2019 | $4,249,000 | +261.3% | 102,858 | +251.2% | 0.53% | +341.7% |
| Q4 2018 | $1,176,000 | -58.4% | 29,287 | -54.7% | 0.12% | -75.4% |
| Q3 2018 | $2,826,000 | -81.3% | 64,713 | -81.6% | 0.49% | -70.5% |
| Q2 2018 | $15,073,000 | +5044.4% | 351,596 | +5632.9% | 1.65% | +4138.5% |
| Q1 2018 | $293,000 | -64.5% | 6,133 | -68.0% | 0.04% | +11.4% |
| Q3 2017 | $826,000 | -51.6% | 19,190 | -54.0% | 0.04% | -65.3% |
| Q2 2017 | $1,707,000 | +58.9% | 41,729 | +58.8% | 0.10% | -15.1% |
| Q1 2017 | $1,074,000 | -84.4% | 26,281 | -85.7% | 0.12% | -73.7% |
| Q3 2016 | $6,904,000 | +28.3% | 183,775 | +20.9% | 0.45% | +12.4% |
| Q2 2016 | $5,383,000 | +468.4% | 151,963 | +458.9% | 0.40% | +342.9% |
| Q1 2016 | $947,000 | -7.6% | 27,190 | +15.2% | 0.09% | -28.9% |
| Q2 2015 | $1,025,000 | -45.0% | 23,612 | -46.2% | 0.13% | -70.7% |
| Q1 2015 | $1,865,000 | -61.3% | 43,874 | -61.6% | 0.44% | -47.7% |
| Q4 2014 | $4,822,000 | – | 114,363 | – | 0.84% | – |
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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% |