WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |