WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,528 | +0.3% | 220 | -3.1% | 0.00% | – |
Q1 2024 | $9,498 | +8.6% | 227 | +5.6% | 0.00% | – |
Q4 2023 | $8,746 | -22.5% | 215 | -28.6% | 0.00% | – |
Q3 2023 | $11,281 | +24.9% | 301 | +27.5% | 0.00% | – |
Q2 2023 | $9,032 | +112800.0% | 236 | +9.8% | 0.00% | – |
Q1 2023 | $8 | 0.0% | 215 | 0.0% | 0.00% | – |
Q4 2022 | $8 | -99.9% | 215 | -0.5% | 0.00% | – |
Q3 2022 | $7,000 | -12.5% | 216 | -0.9% | 0.00% | – |
Q2 2022 | $8,000 | -20.0% | 218 | -1.4% | 0.00% | – |
Q1 2022 | $10,000 | 0.0% | 221 | -1.3% | 0.00% | – |
Q4 2021 | $10,000 | -56.5% | 224 | -57.3% | 0.00% | -100.0% |
Q3 2021 | $23,000 | -45.2% | 524 | -43.3% | 0.00% | 0.0% |
Q2 2021 | $42,000 | +180.0% | 924 | +180.0% | 0.00% | – |
Q1 2021 | $15,000 | +66.7% | 330 | +49.3% | 0.00% | – |
Q4 2020 | $9,000 | -10.0% | 221 | -18.5% | 0.00% | – |
Q3 2020 | $10,000 | -84.6% | 271 | -85.0% | 0.00% | -100.0% |
Q2 2020 | $65,000 | +3150.0% | 1,806 | +2308.0% | 0.00% | – |
Q1 2020 | $2,000 | -60.0% | 75 | -31.8% | 0.00% | – |
Q4 2019 | $5,000 | -44.4% | 110 | -47.6% | 0.00% | -100.0% |
Q3 2019 | $9,000 | -10.0% | 210 | -3.7% | 0.00% | 0.0% |
Q2 2019 | $10,000 | +25.0% | 218 | +17.8% | 0.00% | – |
Q1 2019 | $8,000 | +300.0% | 185 | +311.1% | 0.00% | – |
Q4 2018 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – |
Q3 2018 | $2,000 | -84.6% | 45 | -84.7% | 0.00% | -100.0% |
Q2 2018 | $13,000 | +1200.0% | 294 | +1737.5% | 0.00% | – |
Q4 2015 | $1,000 | -96.0% | 16 | -97.3% | 0.00% | -100.0% |
Q2 2015 | $25,000 | -13.8% | 587 | +3.0% | 0.00% | -60.0% |
Q4 2013 | $29,000 | – | 570 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
Surevest, LLC | 68,897 | $2,766,000 | 2.18% |