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 | $4,776,595 | +23.6% | 127,444 | +26.2% | 0.01% | +28.6% |
| Q2 2023 | $3,864,147 | +20.9% | 100,971 | +19.6% | 0.01% | +16.7% |
| Q1 2023 | $3,195,450 | +113.5% | 84,402 | +101.0% | 0.01% | +100.0% |
| Q4 2022 | $1,496,880 | -8.2% | 42,001 | -16.2% | 0.00% | -25.0% |
| Q3 2022 | $1,630,000 | -48.5% | 50,121 | -41.3% | 0.00% | -42.9% |
| Q2 2022 | $3,162,000 | -34.8% | 85,378 | -23.0% | 0.01% | -22.2% |
| Q1 2022 | $4,850,000 | +36.5% | 110,831 | +35.2% | 0.01% | +28.6% |
| Q4 2021 | $3,552,000 | -22.6% | 82,003 | -22.0% | 0.01% | -22.2% |
| Q3 2021 | $4,588,000 | -16.0% | 105,153 | -12.1% | 0.01% | -18.2% |
| Q2 2021 | $5,465,000 | +3.3% | 119,626 | +0.3% | 0.01% | -8.3% |
| Q1 2021 | $5,290,000 | +12.7% | 119,260 | +4.5% | 0.01% | 0.0% |
| Q4 2020 | $4,694,000 | -7.2% | 114,091 | -20.5% | 0.01% | -14.3% |
| Q3 2020 | $5,057,000 | +8.0% | 143,508 | +10.8% | 0.01% | -6.7% |
| Q2 2020 | $4,681,000 | +15.7% | 129,574 | +3.3% | 0.02% | -16.7% |
| Q1 2020 | $4,047,000 | -44.6% | 125,477 | -21.4% | 0.02% | -21.7% |
| Q4 2019 | $7,309,000 | +39.8% | 159,679 | +26.1% | 0.02% | +21.1% |
| Q3 2019 | $5,229,000 | -8.7% | 126,585 | -1.3% | 0.02% | -13.6% |
| Q2 2019 | $5,726,000 | +0.6% | 128,207 | -1.3% | 0.02% | -8.3% |
| Q1 2019 | $5,692,000 | +5.8% | 129,838 | -3.1% | 0.02% | -14.3% |
| Q4 2018 | $5,380,000 | -1.8% | 133,996 | +6.8% | 0.03% | +12.0% |
| Q3 2018 | $5,479,000 | +7.3% | 125,453 | +5.3% | 0.02% | -3.8% |
| Q2 2018 | $5,106,000 | -24.3% | 119,113 | -15.6% | 0.03% | -33.3% |
| Q1 2018 | $6,748,000 | +3.4% | 141,106 | -1.9% | 0.04% | -4.9% |
| Q4 2017 | $6,525,000 | -30.9% | 143,888 | -37.5% | 0.04% | -36.9% |
| Q2 2017 | $9,438,000 | +2.0% | 230,242 | +1.6% | 0.06% | -8.5% |
| Q1 2017 | $9,254,000 | +36.7% | 226,540 | +25.0% | 0.07% | +24.6% |
| Q4 2016 | $6,769,000 | +21.4% | 181,288 | +22.2% | 0.06% | +14.0% |
| Q3 2016 | $5,575,000 | +13.8% | 148,395 | +7.3% | 0.05% | +6.4% |
| Q2 2016 | $4,900,000 | -0.7% | 138,349 | -2.3% | 0.05% | -17.5% |
| Q1 2016 | $4,934,000 | -40.9% | 141,668 | -46.3% | 0.06% | -41.8% |
| Q4 2015 | $8,344,000 | +106.2% | 263,736 | +118.2% | 0.10% | +44.1% |
| Q3 2015 | $4,046,000 | +201.7% | 120,848 | +282.9% | 0.07% | +4.6% |
| Q1 2015 | $1,341,000 | +11.1% | 31,563 | +10.2% | 0.06% | +4.8% |
| Q4 2014 | $1,207,000 | -79.2% | 28,634 | -76.4% | 0.06% | -80.3% |
| Q3 2014 | $5,801,000 | -9.8% | 121,412 | -2.1% | 0.31% | -17.8% |
| Q2 2014 | $6,428,000 | +5.7% | 123,992 | +0.1% | 0.38% | +6.7% |
| Q1 2014 | $6,080,000 | -20.6% | 123,896 | -17.5% | 0.36% | -23.8% |
| Q4 2013 | $7,659,000 | +7.5% | 150,094 | +8.9% | 0.47% | -0.4% |
| Q3 2013 | $7,123,000 | -41.4% | 137,805 | -45.2% | 0.47% | +32.6% |
| Q2 2013 | $12,159,000 | – | 251,578 | – | 0.36% | – |
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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% |