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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $14 | -99.1% | 358 | -99.2% | 0.00% | -100.0% |
| Q1 2023 | $1,621 | -0.8% | 42,825 | -6.6% | 0.02% | +6.2% |
| Q4 2022 | $1,634 | -99.9% | 45,855 | -18.3% | 0.02% | -11.1% |
| Q3 2022 | $1,825,000 | -14.7% | 56,110 | -2.9% | 0.02% | -5.3% |
| Q2 2022 | $2,140,000 | -2.9% | 57,810 | +14.8% | 0.02% | +18.8% |
| Q1 2022 | $2,204,000 | +13.4% | 50,350 | +12.2% | 0.02% | +14.3% |
| Q4 2021 | $1,944,000 | -3.2% | 44,875 | -21.3% | 0.01% | -12.5% |
| Q3 2021 | $2,009,000 | -17.6% | 57,005 | +6.9% | 0.02% | -5.9% |
| Q2 2021 | $2,437,000 | -3.9% | 53,345 | -13.5% | 0.02% | -10.5% |
| Q1 2021 | $2,537,000 | 0.0% | 61,661 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,537,000 | +26.3% | 61,661 | +8.2% | 0.02% | +18.8% |
| Q3 2020 | $2,009,000 | -6.3% | 57,005 | -3.9% | 0.02% | -11.1% |
| Q2 2020 | $2,144,000 | -24.7% | 59,320 | -32.8% | 0.02% | -30.8% |
| Q1 2020 | $2,849,000 | +1.4% | 88,339 | +43.9% | 0.03% | +23.8% |
| Q4 2019 | $2,810,000 | +15.6% | 61,402 | +4.4% | 0.02% | +10.5% |
| Q3 2019 | $2,431,000 | +26.2% | 58,839 | +36.4% | 0.02% | +18.8% |
| Q2 2019 | $1,927,000 | +77.3% | 43,151 | +74.1% | 0.02% | +77.8% |
| Q1 2019 | $1,087,000 | +8.9% | 24,783 | -0.3% | 0.01% | 0.0% |
| Q4 2018 | $998,000 | -72.3% | 24,863 | -69.9% | 0.01% | -69.0% |
| Q3 2018 | $3,608,000 | +23953.3% | 82,620 | +26988.5% | 0.03% | – |
| Q1 2014 | $15,000 | -11.8% | 305 | -5.9% | 0.00% | -100.0% |
| Q4 2013 | $17,000 | -69.6% | 324 | -69.9% | 0.00% | -50.0% |
| Q3 2013 | $56,000 | +143.5% | 1,076 | +123.7% | 0.00% | +100.0% |
| Q2 2013 | $23,000 | – | 481 | – | 0.00% | – |
Download | ||||||
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% |