WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,489 | -2.1% | 6,790 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $259,853 | +1.1% | 6,790 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $257,069 | +4.7% | 6,790 | -1.4% | 0.08% | 0.0% |
| Q4 2022 | $245,524 | -57.6% | 6,889 | -61.3% | 0.08% | -62.2% |
| Q3 2022 | $579,000 | +3.0% | 17,810 | +17.4% | 0.21% | +9.4% |
| Q2 2022 | $562,000 | -19.6% | 15,170 | -5.0% | 0.19% | -12.0% |
| Q1 2022 | $699,000 | +1.2% | 15,967 | +0.1% | 0.22% | -1.4% |
| Q4 2021 | $691,000 | -4.2% | 15,959 | -3.4% | 0.22% | -7.6% |
| Q3 2021 | $721,000 | -4.4% | 16,522 | +0.1% | 0.24% | -4.0% |
| Q2 2021 | $754,000 | +3.0% | 16,504 | +0.1% | 0.25% | -2.7% |
| Q1 2021 | $732,000 | +7.8% | 16,494 | 0.0% | 0.26% | -9.3% |
| Q4 2020 | $679,000 | +0.3% | 16,494 | -14.2% | 0.28% | -7.3% |
| Q3 2020 | $677,000 | -33.9% | 19,219 | -32.2% | 0.30% | -32.4% |
| Q2 2020 | $1,024,000 | +19.5% | 28,335 | +6.7% | 0.45% | +1.1% |
| Q1 2020 | $857,000 | -41.1% | 26,568 | -16.4% | 0.44% | -31.2% |
| Q4 2019 | $1,454,000 | +9.2% | 31,770 | -1.5% | 0.64% | 0.0% |
| Q3 2019 | $1,332,000 | -7.5% | 32,238 | 0.0% | 0.64% | -12.7% |
| Q2 2019 | $1,440,000 | -1.4% | 32,238 | -3.3% | 0.74% | +12.7% |
| Q1 2019 | $1,461,000 | +1.7% | 33,327 | -3.4% | 0.66% | -30.1% |
| Q4 2018 | $1,436,000 | +10.7% | 34,487 | +16.2% | 0.94% | +65.0% |
| Q3 2018 | $1,297,000 | -0.1% | 29,690 | -1.9% | 0.57% | +12.7% |
| Q2 2018 | $1,298,000 | -10.4% | 30,280 | 0.0% | 0.50% | -19.7% |
| Q1 2018 | $1,448,000 | +2.8% | 30,280 | -2.5% | 0.63% | +17.2% |
| Q4 2017 | $1,408,000 | +2.5% | 31,041 | -2.8% | 0.54% | +2.1% |
| Q3 2017 | $1,373,000 | +3.6% | 31,920 | -1.3% | 0.52% | -5.9% |
| Q2 2017 | $1,325,000 | +0.3% | 32,337 | 0.0% | 0.56% | -3.5% |
| Q1 2017 | $1,321,000 | +7.6% | 32,337 | -1.7% | 0.58% | -4.6% |
| Q4 2016 | $1,228,000 | -10.2% | 32,898 | -9.7% | 0.61% | -3.7% |
| Q3 2016 | $1,368,000 | +5.4% | 36,415 | -0.6% | 0.63% | -1.1% |
| Q2 2016 | $1,298,000 | +0.2% | 36,646 | -1.4% | 0.64% | -16.3% |
| Q1 2016 | $1,295,000 | +5.4% | 37,171 | -4.3% | 0.76% | +12.3% |
| Q4 2015 | $1,229,000 | +113.4% | 38,829 | +125.8% | 0.68% | +26.8% |
| Q3 2015 | $576,000 | -30.3% | 17,199 | -9.6% | 0.53% | +42.4% |
| Q2 2015 | $826,000 | -1.7% | 19,019 | -3.8% | 0.38% | -3.4% |
| Q1 2015 | $840,000 | -0.8% | 19,766 | -1.6% | 0.39% | -7.4% |
| Q4 2014 | $847,000 | -25.7% | 20,092 | -15.8% | 0.42% | -22.0% |
| Q3 2014 | $1,140,000 | -8.6% | 23,865 | -0.8% | 0.54% | -5.3% |
| Q2 2014 | $1,247,000 | -3.0% | 24,047 | -8.3% | 0.57% | -13.6% |
| Q1 2014 | $1,286,000 | -4.9% | 26,212 | -1.1% | 0.66% | -9.6% |
| Q4 2013 | $1,352,000 | -11.7% | 26,504 | -10.5% | 0.73% | -24.5% |
| Q3 2013 | $1,531,000 | -6.7% | 29,620 | -12.8% | 0.96% | -19.7% |
| Q2 2013 | $1,641,000 | – | 33,960 | – | 1.20% | – |
Download | ||||||
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% |