WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.93 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $300,000 | -16.9% | 6,933 | -16.3% | 0.03% | -30.8% |
Q3 2021 | $361,000 | -43.0% | 8,281 | -40.3% | 0.04% | -40.0% |
Q2 2021 | $633,000 | -37.3% | 13,865 | -39.1% | 0.06% | -51.9% |
Q1 2021 | $1,010,000 | -62.0% | 22,774 | -64.8% | 0.14% | -69.7% |
Q4 2020 | $2,661,000 | +14.8% | 64,689 | -1.6% | 0.45% | -8.0% |
Q3 2020 | $2,317,000 | -67.4% | 65,751 | -66.6% | 0.48% | -66.5% |
Q2 2020 | $7,118,000 | -19.4% | 197,014 | -28.0% | 1.45% | -30.3% |
Q1 2020 | $8,828,000 | -37.0% | 273,750 | -10.5% | 2.08% | -12.6% |
Q4 2019 | $14,004,000 | +7.8% | 305,972 | -2.7% | 2.38% | -4.9% |
Q3 2019 | $12,986,000 | -8.7% | 314,347 | -1.3% | 2.50% | -10.2% |
Q2 2019 | $14,226,000 | -7.1% | 318,532 | -8.8% | 2.78% | -9.7% |
Q1 2019 | $15,307,000 | -5.0% | 349,156 | -13.0% | 3.08% | -14.4% |
Q4 2018 | $16,110,000 | -9.4% | 401,239 | -1.5% | 3.60% | -18.1% |
Q3 2018 | $17,782,000 | +1.5% | 407,191 | -0.3% | 4.39% | -3.0% |
Q2 2018 | $17,516,000 | -12.2% | 408,578 | -2.0% | 4.53% | -16.9% |
Q1 2018 | $19,944,000 | -8.4% | 417,058 | -13.2% | 5.45% | -9.6% |
Q4 2017 | $21,780,000 | -0.8% | 480,262 | -6.0% | 6.02% | -0.6% |
Q3 2017 | $21,965,000 | -2.2% | 510,805 | -6.8% | 6.06% | +4.3% |
Q2 2017 | $22,466,000 | -15.5% | 548,095 | -15.8% | 5.81% | -12.3% |
Q1 2017 | $26,602,000 | +9.5% | 651,221 | +0.1% | 6.63% | +5.3% |
Q4 2016 | $24,300,000 | -2.2% | 650,773 | -1.6% | 6.29% | -7.8% |
Q3 2016 | $24,852,000 | -33.2% | 661,473 | -37.0% | 6.82% | -33.5% |
Q2 2016 | $37,209,000 | -44.1% | 1,050,516 | -45.1% | 10.26% | -39.7% |
Q1 2016 | $66,613,000 | +164.0% | 1,912,516 | +139.8% | 17.02% | +174.1% |
Q4 2015 | $25,234,000 | -46.8% | 797,512 | -43.7% | 6.21% | -2.8% |
Q3 2015 | $47,454,000 | +14.6% | 1,417,378 | +48.6% | 6.39% | -41.3% |
Q2 2015 | $41,416,000 | +5.8% | 953,863 | +3.5% | 10.88% | +9.2% |
Q1 2015 | $39,161,000 | +10.7% | 921,426 | +9.8% | 9.96% | -4.8% |
Q4 2014 | $35,385,000 | -37.0% | 839,284 | -28.6% | 10.47% | -38.3% |
Q3 2014 | $56,132,000 | -2.5% | 1,174,787 | +5.8% | 16.96% | -9.4% |
Q2 2014 | $57,575,000 | +3.1% | 1,110,627 | -2.4% | 18.72% | +0.4% |
Q1 2014 | $55,844,000 | +7.3% | 1,138,027 | +11.6% | 18.65% | +2.4% |
Q4 2013 | $52,049,000 | +0.1% | 1,019,959 | +1.4% | 18.21% | -5.1% |
Q3 2013 | $51,988,000 | +56.3% | 1,005,756 | +46.2% | 19.18% | +46.1% |
Q2 2013 | $33,256,000 | – | 688,100 | – | 13.13% | – |
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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% |