WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 283 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,161,071 | +76.7% | 126,870 | +62.8% | 0.07% | +56.5% |
Q3 2023 | $2,921,325 | +80.5% | 77,944 | +84.3% | 0.05% | +76.9% |
Q2 2023 | $1,618,302 | -38.8% | 42,286 | -39.5% | 0.03% | -40.9% |
Q1 2023 | $2,644,395 | +64.0% | 69,847 | +54.4% | 0.04% | +51.7% |
Q4 2022 | $1,612,449 | +39.1% | 45,243 | +26.9% | 0.03% | -6.5% |
Q3 2022 | $1,159,000 | +173.3% | 35,642 | +211.2% | 0.03% | +210.0% |
Q2 2022 | $424,000 | -3.9% | 11,453 | +13.6% | 0.01% | +11.1% |
Q1 2022 | $441,000 | +116.2% | 10,084 | +119.6% | 0.01% | +50.0% |
Q1 2021 | $204,000 | -23.6% | 4,592 | -29.3% | 0.01% | -33.3% |
Q4 2020 | $267,000 | +16.1% | 6,497 | -0.4% | 0.01% | 0.0% |
Q3 2020 | $230,000 | -21.8% | 6,520 | -19.8% | 0.01% | -30.8% |
Q2 2020 | $294,000 | +3.2% | 8,132 | -8.0% | 0.01% | -13.3% |
Q1 2020 | $285,000 | -40.7% | 8,841 | -15.8% | 0.02% | -28.6% |
Q4 2019 | $481,000 | +1.9% | 10,494 | -8.5% | 0.02% | 0.0% |
Q3 2019 | $472,000 | +61.1% | 11,473 | +72.9% | 0.02% | +61.5% |
Q2 2019 | $293,000 | +18.1% | 6,634 | +7.6% | 0.01% | -7.1% |
Q4 2018 | $248,000 | -91.4% | 6,163 | -90.6% | 0.01% | -90.1% |
Q3 2018 | $2,868,000 | +34.6% | 65,662 | +32.2% | 0.14% | +14.6% |
Q2 2018 | $2,130,000 | -13.9% | 49,652 | -4.1% | 0.12% | -17.4% |
Q1 2018 | $2,473,000 | +4.0% | 51,758 | -6.4% | 0.15% | +4.2% |
Q3 2017 | $2,379,000 | +5.8% | 55,287 | +0.6% | 0.14% | +1.4% |
Q2 2017 | $2,248,000 | +30.3% | 54,977 | +30.4% | 0.14% | +22.6% |
Q1 2017 | $1,725,000 | +19.5% | 42,165 | +9.1% | 0.12% | +5.5% |
Q4 2016 | $1,444,000 | +2.3% | 38,639 | +2.8% | 0.11% | +0.9% |
Q3 2016 | $1,412,000 | +102.3% | 37,595 | +90.1% | 0.11% | +100.0% |
Q2 2016 | $698,000 | +24.2% | 19,780 | +22.6% | 0.05% | +14.9% |
Q1 2016 | $562,000 | +26.3% | 16,132 | +14.7% | 0.05% | +23.7% |
Q4 2015 | $445,000 | -26.4% | 14,066 | -22.5% | 0.04% | -34.5% |
Q3 2015 | $605,000 | -21.3% | 18,145 | +2.8% | 0.06% | -12.1% |
Q2 2015 | $769,000 | +14.4% | 17,652 | +11.5% | 0.07% | +6.5% |
Q1 2015 | $672,000 | +34.9% | 15,825 | +31.9% | 0.06% | +29.2% |
Q4 2014 | $498,000 | -38.8% | 11,999 | -29.1% | 0.05% | -22.6% |
Q3 2014 | $814,000 | +12.6% | 16,935 | +20.7% | 0.06% | -23.5% |
Q2 2014 | $723,000 | +23.8% | 14,032 | +18.1% | 0.08% | +1.2% |
Q1 2014 | $584,000 | -7.4% | 11,886 | -3.4% | 0.08% | -14.0% |
Q4 2013 | $631,000 | +112.5% | 12,300 | +112.1% | 0.09% | +75.5% |
Q3 2013 | $297,000 | -7.2% | 5,800 | -11.5% | 0.05% | -20.9% |
Q2 2013 | $320,000 | – | 6,555 | – | 0.07% | – |
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% |