WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,940 | +0.2% | 798,830 | +2.3% | 0.18% | -1.1% |
| Q2 2023 | $29,880 | +3.5% | 780,757 | +2.4% | 0.18% | -5.1% |
| Q1 2023 | $28,860 | +14.3% | 762,286 | +7.6% | 0.20% | +4.8% |
| Q4 2022 | $25,253 | -99.9% | 708,547 | +3.0% | 0.19% | +4.5% |
| Q3 2022 | $22,372,000 | +2.4% | 687,739 | +16.5% | 0.18% | +5.3% |
| Q2 2022 | $21,852,000 | -3.5% | 590,108 | +14.0% | 0.17% | +5.0% |
| Q1 2022 | $22,651,000 | +21.2% | 517,619 | +19.9% | 0.16% | +22.0% |
| Q4 2021 | $18,694,000 | +27.7% | 431,534 | +34.7% | 0.13% | +12.8% |
| Q2 2021 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2021 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q4 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $14,637,000 | +3523.0% | 320,431 | +3083.3% | 0.12% | +1070.0% |
| Q4 2018 | $404,000 | +1124.2% | 10,066 | +1238.6% | 0.01% | +900.0% |
| Q3 2018 | $33,000 | +3.1% | 752 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $32,000 | +540.0% | 747 | +355.5% | 0.00% | – |
| Q4 2015 | $5,000 | – | 164 | – | 0.00% | – |
Download | ||||||
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% |