WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,177,000 | -1.1% | 31,469 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $1,190,000 | +87.4% | 31,119 | +85.5% | 0.00% | +100.0% |
| Q1 2023 | $635,000 | -2.2% | 16,775 | -7.7% | 0.00% | 0.0% |
| Q4 2022 | $649,000 | -13.0% | 18,168 | -20.7% | 0.00% | -50.0% |
| Q3 2022 | $746,000 | -32.5% | 22,916 | -23.3% | 0.00% | -33.3% |
| Q2 2022 | $1,106,000 | -7.0% | 29,860 | +9.8% | 0.00% | 0.0% |
| Q1 2022 | $1,189,000 | -4.0% | 27,201 | -4.8% | 0.00% | 0.0% |
| Q4 2021 | $1,238,000 | +5.6% | 28,565 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $1,172,000 | -5.2% | 26,886 | -0.7% | 0.00% | -25.0% |
| Q2 2021 | $1,236,000 | +3.4% | 27,064 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $1,195,000 | +81.6% | 26,990 | +45.0% | 0.00% | +33.3% |
| Q3 2020 | $658,000 | +27.0% | 18,611 | +29.7% | 0.00% | 0.0% |
| Q2 2020 | $518,000 | -11.8% | 14,347 | -20.9% | 0.00% | -25.0% |
| Q1 2020 | $587,000 | -58.3% | 18,140 | -41.0% | 0.00% | -50.0% |
| Q4 2019 | $1,409,000 | +28.3% | 30,765 | +15.7% | 0.01% | +33.3% |
| Q3 2019 | $1,098,000 | -6.8% | 26,596 | +0.6% | 0.01% | -14.3% |
| Q2 2019 | $1,178,000 | +25.1% | 26,434 | +22.8% | 0.01% | +16.7% |
| Q1 2019 | $942,000 | -84.3% | 21,521 | -85.6% | 0.01% | -87.0% |
| Q4 2018 | $6,019,000 | +363.0% | 149,956 | +402.6% | 0.05% | +411.1% |
| Q3 2018 | $1,300,000 | +21.2% | 29,836 | +19.1% | 0.01% | +12.5% |
| Q2 2018 | $1,073,000 | -13.1% | 25,050 | -2.8% | 0.01% | -20.0% |
| Q1 2018 | $1,235,000 | -8.2% | 25,767 | -13.4% | 0.01% | -9.1% |
| Q4 2017 | $1,345,000 | +9.5% | 29,743 | +4.1% | 0.01% | +10.0% |
| Q3 2017 | $1,228,000 | +15.2% | 28,570 | +9.4% | 0.01% | 0.0% |
| Q2 2017 | $1,066,000 | +17.1% | 26,106 | +16.8% | 0.01% | +11.1% |
| Q1 2017 | $910,000 | +10.4% | 22,350 | +1.4% | 0.01% | 0.0% |
| Q4 2016 | $824,000 | +24.3% | 22,046 | +25.2% | 0.01% | +12.5% |
| Q3 2016 | $663,000 | -11.4% | 17,611 | -17.1% | 0.01% | -11.1% |
| Q2 2016 | $748,000 | +11.8% | 21,243 | +10.3% | 0.01% | +350.0% |
| Q1 2016 | $669,000 | +49.0% | 19,258 | +36.1% | 0.00% | -60.0% |
| Q4 2015 | $449,000 | -72.3% | 14,145 | -70.8% | 0.01% | -76.2% |
| Q3 2015 | $1,623,000 | -24.0% | 48,460 | -1.4% | 0.02% | -38.2% |
| Q2 2015 | $2,135,000 | +27.8% | 49,157 | +25.0% | 0.03% | +36.0% |
| Q1 2015 | $1,671,000 | -19.5% | 39,329 | -20.1% | 0.02% | -21.9% |
| Q4 2014 | $2,076,000 | +18.3% | 49,239 | +34.1% | 0.03% | +6.7% |
| Q3 2014 | $1,755,000 | -14.5% | 36,721 | -7.2% | 0.03% | -16.7% |
| Q2 2014 | $2,052,000 | +19.1% | 39,580 | +12.7% | 0.04% | +5.9% |
| Q1 2014 | $1,723,000 | +8.4% | 35,123 | +12.8% | 0.03% | +3.0% |
| Q4 2013 | $1,589,000 | -6.4% | 31,131 | -5.3% | 0.03% | -23.3% |
| Q3 2013 | $1,698,000 | -36.8% | 32,856 | -40.9% | 0.04% | -41.1% |
| Q2 2013 | $2,687,000 | – | 55,606 | – | 0.07% | – |
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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% |