WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -97.8% | 180 | -97.5% | 0.00% | -95.7% |
| Q2 2023 | $275 | +1.1% | 7,173 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $272 | +10.6% | 7,173 | +3.9% | 0.02% | 0.0% |
| Q4 2022 | $246 | -99.9% | 6,905 | +24.8% | 0.02% | +25.0% |
| Q3 2022 | $180,000 | -11.8% | 5,533 | 0.0% | 0.02% | -33.3% |
| Q2 2022 | $204,000 | -15.7% | 5,533 | 0.0% | 0.03% | +11.1% |
| Q1 2022 | $242,000 | +3.9% | 5,533 | +2.9% | 0.03% | -3.6% |
| Q4 2021 | $233,000 | +12.0% | 5,376 | +12.8% | 0.03% | +3.7% |
| Q3 2021 | $208,000 | +4.0% | 4,765 | +8.5% | 0.03% | -10.0% |
| Q2 2021 | $200,000 | +6.4% | 4,392 | +3.4% | 0.03% | -28.6% |
| Q1 2021 | $188,000 | +23.7% | 4,248 | +15.3% | 0.04% | +40.0% |
| Q4 2020 | $152,000 | +16.9% | 3,685 | 0.0% | 0.03% | +3.4% |
| Q3 2020 | $130,000 | -2.3% | 3,685 | 0.0% | 0.03% | -19.4% |
| Q2 2020 | $133,000 | +11.8% | 3,685 | 0.0% | 0.04% | +2.9% |
| Q1 2020 | $119,000 | -30.8% | 3,685 | -2.3% | 0.04% | -28.6% |
| Q4 2019 | $172,000 | +13.2% | 3,772 | +3.0% | 0.05% | -3.9% |
| Q3 2019 | $152,000 | +10.9% | 3,661 | +19.6% | 0.05% | +15.9% |
| Q2 2019 | $137,000 | +6.2% | 3,062 | +5.2% | 0.04% | -2.2% |
| Q1 2019 | $129,000 | +18.3% | 2,912 | +8.5% | 0.04% | 0.0% |
| Q4 2018 | $109,000 | -11.4% | 2,685 | -4.2% | 0.04% | -2.2% |
| Q3 2018 | $123,000 | +23.0% | 2,804 | +21.4% | 0.05% | +35.3% |
| Q2 2018 | $100,000 | -7.4% | 2,309 | +2.8% | 0.03% | -37.0% |
| Q1 2018 | $108,000 | +33.3% | 2,246 | +26.3% | 0.05% | +63.6% |
| Q4 2017 | $81,000 | +84.1% | 1,779 | +75.3% | 0.03% | +57.1% |
| Q3 2017 | $44,000 | +238.5% | 1,015 | +222.2% | 0.02% | +200.0% |
| Q2 2017 | $13,000 | -80.3% | 315 | -84.9% | 0.01% | -83.7% |
| Q4 2015 | $66,000 | – | 2,080 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |