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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202,934 | -0.0% | 5,694 | -8.6% | 0.00% | 0.0% |
| Q3 2022 | $203,000 | -90.5% | 6,229 | -89.2% | 0.00% | -91.7% |
| Q2 2022 | $2,145,000 | -29.2% | 57,917 | -16.4% | 0.01% | -20.0% |
| Q1 2022 | $3,031,000 | -3.2% | 69,265 | -4.2% | 0.02% | +7.1% |
| Q4 2021 | $3,131,000 | -5.4% | 72,286 | -4.6% | 0.01% | -17.6% |
| Q3 2021 | $3,308,000 | -4.3% | 75,810 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $3,457,000 | -12.4% | 75,670 | -14.9% | 0.02% | -22.7% |
| Q1 2021 | $3,946,000 | +7.2% | 88,961 | -0.6% | 0.02% | 0.0% |
| Q4 2020 | $3,682,000 | +10.5% | 89,511 | -5.4% | 0.02% | 0.0% |
| Q3 2020 | $3,333,000 | -11.1% | 94,585 | -8.9% | 0.02% | -18.5% |
| Q2 2020 | $3,750,000 | +2.7% | 103,795 | -8.3% | 0.03% | -10.0% |
| Q1 2020 | $3,652,000 | -39.9% | 113,228 | -14.6% | 0.03% | -23.1% |
| Q4 2019 | $6,072,000 | +7.1% | 132,660 | -3.3% | 0.04% | -2.5% |
| Q3 2019 | $5,667,000 | -7.3% | 137,188 | +0.2% | 0.04% | 0.0% |
| Q2 2019 | $6,113,000 | +2.2% | 136,875 | +0.3% | 0.04% | -4.8% |
| Q1 2019 | $5,984,000 | -25.4% | 136,493 | -31.7% | 0.04% | -34.4% |
| Q4 2018 | $8,025,000 | +213.8% | 199,880 | +241.4% | 0.06% | +255.6% |
| Q3 2018 | $2,557,000 | +1.1% | 58,548 | -0.8% | 0.02% | -5.3% |
| Q2 2018 | $2,530,000 | -11.2% | 59,006 | -0.9% | 0.02% | -13.6% |
| Q1 2018 | $2,848,000 | +239.5% | 59,547 | +219.1% | 0.02% | +214.3% |
| Q4 2017 | $839,000 | +2.1% | 18,659 | -2.4% | 0.01% | 0.0% |
| Q3 2017 | $822,000 | -9.0% | 19,116 | -13.2% | 0.01% | -12.5% |
| Q2 2017 | $903,000 | -3.3% | 22,027 | -3.6% | 0.01% | -11.1% |
| Q1 2017 | $934,000 | +0.4% | 22,852 | -8.3% | 0.01% | 0.0% |
| Q4 2016 | $930,000 | -17.1% | 24,914 | -16.6% | 0.01% | -18.2% |
| Q3 2016 | $1,122,000 | -2.2% | 29,877 | -8.8% | 0.01% | -8.3% |
| Q2 2016 | $1,147,000 | -6.1% | 32,759 | -6.5% | 0.01% | -7.7% |
| Q1 2016 | $1,221,000 | -25.6% | 35,044 | -32.4% | 0.01% | -31.6% |
| Q4 2015 | $1,641,000 | -80.2% | 51,857 | -79.0% | 0.02% | -80.8% |
| Q3 2015 | $8,285,000 | -23.0% | 247,452 | -0.1% | 0.10% | -20.8% |
| Q2 2015 | $10,753,000 | -23.9% | 247,603 | -16.9% | 0.12% | -27.7% |
| Q1 2015 | $14,124,000 | -8.2% | 297,903 | -18.4% | 0.17% | +49.1% |
| Q4 2014 | $15,389,000 | +38.5% | 365,018 | +57.0% | 0.12% | -39.9% |
| Q3 2014 | $11,110,000 | -7.2% | 232,531 | +0.7% | 0.19% | -13.1% |
| Q2 2014 | $11,971,000 | +91.1% | 230,931 | +80.9% | 0.22% | +66.9% |
| Q1 2014 | $6,265,000 | +96.8% | 127,671 | +104.6% | 0.13% | +23.1% |
| Q4 2013 | $3,184,000 | -38.0% | 62,387 | -37.2% | 0.11% | -34.1% |
| Q3 2013 | $5,139,000 | +6.2% | 99,419 | -0.8% | 0.16% | +27.1% |
| Q2 2013 | $4,841,000 | – | 100,175 | – | 0.13% | – |
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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% |