WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,660,290 | +14.2% | 97,660 | +16.6% | 0.02% | +4.5% |
| Q2 2023 | $3,204,243 | +2.6% | 83,727 | +1.5% | 0.02% | -4.3% |
| Q1 2023 | $3,123,652 | +18.6% | 82,505 | +11.6% | 0.02% | +9.5% |
| Q4 2022 | $2,633,743 | +216.2% | 73,899 | +188.7% | 0.02% | +110.0% |
| Q3 2022 | $833,000 | -12.3% | 25,601 | -0.2% | 0.01% | -16.7% |
| Q2 2022 | $950,000 | -19.4% | 25,647 | -4.7% | 0.01% | -14.3% |
| Q1 2022 | $1,178,000 | +23.6% | 26,913 | +22.3% | 0.01% | +16.7% |
| Q4 2021 | $953,000 | -2.6% | 21,999 | -1.9% | 0.01% | -7.7% |
| Q3 2021 | $978,000 | +10.4% | 22,415 | +15.6% | 0.01% | +8.3% |
| Q2 2021 | $886,000 | +30.7% | 19,397 | +26.8% | 0.01% | -14.3% |
| Q1 2021 | $678,000 | -23.2% | 15,295 | -28.8% | 0.01% | -30.0% |
| Q4 2020 | $883,000 | +10.0% | 21,469 | -5.8% | 0.02% | -4.8% |
| Q3 2020 | $803,000 | +25.1% | 22,790 | +28.3% | 0.02% | +23.5% |
| Q2 2020 | $642,000 | +13.6% | 17,762 | +1.3% | 0.02% | -10.5% |
| Q1 2020 | $565,000 | -16.7% | 17,528 | +18.3% | 0.02% | +5.6% |
| Q4 2019 | $678,000 | -2.4% | 14,819 | -12.1% | 0.02% | -14.3% |
| Q3 2019 | $695,000 | +7.9% | 16,859 | +16.7% | 0.02% | +5.0% |
| Q2 2019 | $644,000 | +13.4% | 14,444 | +12.0% | 0.02% | +11.1% |
| Q1 2019 | $568,000 | -38.7% | 12,896 | -43.9% | 0.02% | -50.0% |
| Q4 2018 | $926,000 | +9.5% | 23,002 | +18.4% | 0.04% | +24.1% |
| Q3 2018 | $846,000 | -21.2% | 19,420 | -13.5% | 0.03% | -38.3% |
| Q1 2018 | $1,073,000 | +17.3% | 22,463 | +11.0% | 0.05% | +23.7% |
| Q4 2017 | $915,000 | -24.1% | 20,239 | -27.6% | 0.04% | -30.9% |
| Q3 2017 | $1,205,000 | -37.2% | 27,963 | -40.2% | 0.06% | -39.6% |
| Q2 2017 | $1,920,000 | +14.8% | 46,789 | +14.5% | 0.09% | +13.8% |
| Q1 2017 | $1,672,000 | +25.3% | 40,869 | +14.3% | 0.08% | +15.9% |
| Q4 2016 | $1,334,000 | -3.5% | 35,748 | -2.8% | 0.07% | +30.2% |
| Q3 2016 | $1,382,000 | +59.2% | 36,790 | +49.8% | 0.05% | +6.0% |
| Q2 2016 | $868,000 | +6.4% | 24,554 | +4.0% | 0.05% | -2.0% |
| Q1 2016 | $816,000 | -2.3% | 23,613 | -10.1% | 0.05% | -3.8% |
| Q4 2015 | $835,000 | -20.2% | 26,260 | -15.9% | 0.05% | -25.4% |
| Q3 2015 | $1,046,000 | -15.2% | 31,230 | +7.9% | 0.07% | -10.1% |
| Q2 2015 | $1,234,000 | 0.0% | 28,951 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $1,234,000 | +9.6% | 28,951 | +8.5% | 0.08% | -1.2% |
| Q4 2014 | $1,126,000 | -63.0% | 26,683 | -58.1% | 0.08% | -61.4% |
| Q3 2014 | $3,047,000 | -1.8% | 63,658 | +6.4% | 0.21% | +1.5% |
| Q2 2014 | $3,104,000 | -2.8% | 59,847 | -7.8% | 0.20% | -10.9% |
| Q1 2014 | $3,195,000 | -38.4% | 64,888 | -36.2% | 0.23% | -42.2% |
| Q4 2013 | $5,188,000 | -2.8% | 101,629 | -1.5% | 0.40% | -14.3% |
| Q3 2013 | $5,337,000 | +16.8% | 103,183 | +8.9% | 0.46% | +1.8% |
| Q2 2013 | $4,570,000 | +28.0% | 94,731 | +46.7% | 0.45% | +25.8% |
| Q1 2013 | $3,569,000 | – | 64,585 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |