WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,503,478 | -3.2% | 66,795 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $2,586,050 | +140.2% | 67,574 | +137.6% | 0.01% | +100.0% |
| Q1 2023 | $1,076,682 | +53.5% | 28,439 | +44.5% | 0.01% | +25.0% |
| Q4 2022 | $701,503 | +39.7% | 19,683 | +27.6% | 0.00% | +33.3% |
| Q3 2022 | $502,000 | -12.1% | 15,430 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $571,000 | -18.4% | 15,430 | -3.5% | 0.00% | -20.0% |
| Q1 2022 | $700,000 | +4.6% | 15,990 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $669,000 | -15.8% | 15,430 | -15.4% | 0.01% | -28.6% |
| Q3 2021 | $795,000 | -3.5% | 18,232 | +1.1% | 0.01% | -12.5% |
| Q2 2021 | $824,000 | +3.0% | 18,032 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $800,000 | +11.3% | 18,032 | +3.2% | 0.01% | -10.0% |
| Q4 2020 | $719,000 | +13.8% | 17,465 | -2.1% | 0.01% | 0.0% |
| Q3 2020 | $632,000 | -65.9% | 17,840 | -64.7% | 0.01% | -67.7% |
| Q2 2020 | $1,853,000 | +3.4% | 50,592 | -11.9% | 0.03% | -20.5% |
| Q1 2020 | $1,792,000 | -33.0% | 57,410 | +0.0% | 0.04% | -7.1% |
| Q4 2019 | $2,673,000 | +1988.3% | 57,407 | +1756.6% | 0.04% | +950.0% |
| Q3 2019 | $128,000 | -4.5% | 3,092 | +3.3% | 0.00% | -20.0% |
| Q2 2019 | $134,000 | +2.3% | 2,993 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $131,000 | +523.8% | 2,987 | +469.0% | 0.01% | +400.0% |
| Q4 2018 | $21,000 | -8.7% | 525 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | 0.0% | 525 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | -8.0% | 525 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $25,000 | +4.2% | 525 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $24,000 | -50.0% | 525 | -50.0% | 0.00% | -50.0% |
| Q3 2017 | $48,000 | -75.0% | 1,050 | -71.7% | 0.00% | -95.5% |
| Q2 2014 | $192,000 | +255.6% | 3,705 | +243.1% | 0.04% | +300.0% |
| Q1 2014 | $54,000 | -65.4% | 1,080 | -64.8% | 0.01% | -59.3% |
| Q4 2013 | $156,000 | +420.0% | 3,064 | +428.3% | 0.03% | +237.5% |
| Q3 2013 | $30,000 | -30.2% | 580 | -35.6% | 0.01% | -38.5% |
| Q2 2013 | $43,000 | – | 900 | – | 0.01% | – |
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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% |