WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,000 | – | 100 | +900.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 10 | -95.2% | 0.00% | -100.0% |
| Q2 2021 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | -30.8% | 210 | -32.3% | 0.00% | -50.0% |
| Q4 2020 | $13,000 | +18.2% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +175.0% | 310 | +181.8% | 0.00% | +100.0% |
| Q2 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | – | 110 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |