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 | $85,305,144 | -4.8% | 2,276,017 | -2.7% | 0.11% | -4.2% |
| Q2 2023 | $89,565,930 | +8.9% | 2,340,369 | +7.8% | 0.12% | +0.8% |
| Q1 2023 | $82,209,507 | +7.3% | 2,171,408 | +1.0% | 0.12% | +2.6% |
| Q4 2022 | $76,645,735 | +10.5% | 2,150,554 | +0.9% | 0.12% | -4.2% |
| Q3 2022 | $69,344,000 | -6.8% | 2,131,686 | +6.0% | 0.12% | -2.4% |
| Q2 2022 | $74,436,000 | -15.6% | 2,010,167 | -0.3% | 0.12% | -10.2% |
| Q1 2022 | $88,196,000 | +16.9% | 2,015,448 | +15.7% | 0.14% | +13.2% |
| Q4 2021 | $75,446,000 | -1.0% | 1,741,599 | -0.3% | 0.12% | -10.4% |
| Q3 2021 | $76,234,000 | -1.3% | 1,747,295 | +3.3% | 0.14% | -1.5% |
| Q2 2021 | $77,258,000 | +1.2% | 1,691,294 | -1.7% | 0.14% | -11.0% |
| Q1 2021 | $76,349,000 | +7.7% | 1,721,117 | -0.1% | 0.15% | -1.3% |
| Q4 2020 | $70,892,000 | -13.7% | 1,723,188 | -26.1% | 0.16% | -27.1% |
| Q3 2020 | $82,163,000 | -13.4% | 2,331,531 | -11.2% | 0.21% | -21.9% |
| Q2 2020 | $94,846,000 | +15.8% | 2,625,133 | +3.4% | 0.27% | -5.5% |
| Q1 2020 | $81,903,000 | -23.0% | 2,539,641 | +9.3% | 0.29% | -9.1% |
| Q4 2019 | $106,376,000 | +21.2% | 2,324,134 | +9.4% | 0.32% | +11.5% |
| Q3 2019 | $87,751,000 | +0.0% | 2,124,202 | +8.1% | 0.29% | -3.1% |
| Q2 2019 | $87,743,000 | +5.2% | 1,964,707 | +3.2% | 0.30% | -2.0% |
| Q1 2019 | $83,432,000 | +16.7% | 1,903,100 | +6.9% | 0.30% | +2.7% |
| Q4 2018 | $71,500,000 | -1.9% | 1,780,821 | +6.7% | 0.29% | +8.5% |
| Q3 2018 | $72,852,000 | +8.4% | 1,668,236 | +6.4% | 0.27% | +2.3% |
| Q2 2018 | $67,199,000 | +7.5% | 1,567,493 | +19.9% | 0.26% | +3.9% |
| Q1 2018 | $62,499,000 | +12.3% | 1,306,968 | +6.5% | 0.25% | +5.8% |
| Q4 2017 | $55,645,000 | +17.0% | 1,227,007 | +11.0% | 0.24% | +8.6% |
| Q3 2017 | $47,550,000 | +8.1% | 1,105,820 | +3.1% | 0.22% | -0.9% |
| Q2 2017 | $43,967,000 | +20.2% | 1,072,646 | +19.7% | 0.22% | +11.5% |
| Q1 2017 | $36,593,000 | +26.4% | 895,789 | +15.5% | 0.20% | +13.6% |
| Q4 2016 | $28,954,000 | +2.5% | 775,396 | +3.2% | 0.18% | -2.2% |
| Q3 2016 | $28,240,000 | +9.2% | 751,662 | +3.0% | 0.18% | -3.7% |
| Q2 2016 | $25,861,000 | +11.4% | 730,111 | +9.5% | 0.19% | +3.3% |
| Q1 2016 | $23,219,000 | +26.6% | 666,636 | +15.0% | 0.18% | +19.9% |
| Q4 2015 | $18,347,000 | -4.4% | 579,875 | +1.2% | 0.15% | -10.7% |
| Q3 2015 | $19,188,000 | -12.6% | 573,117 | +13.4% | 0.17% | -15.1% |
| Q2 2015 | $21,956,000 | +14.9% | 505,545 | +12.4% | 0.20% | +10.6% |
| Q1 2015 | $19,116,000 | +9.8% | 449,793 | +8.9% | 0.18% | -0.6% |
| Q4 2014 | $17,414,000 | -9.2% | 413,057 | +2.9% | 0.18% | -18.8% |
| Q3 2014 | $19,184,000 | -5.3% | 401,511 | +2.8% | 0.22% | -15.2% |
| Q2 2014 | $20,251,000 | +20.8% | 390,651 | +14.3% | 0.26% | +4.4% |
| Q1 2014 | $16,767,000 | +18.5% | 341,696 | +23.3% | 0.25% | +4.1% |
| Q4 2013 | $14,146,000 | +12.6% | 277,219 | +14.1% | 0.24% | -2.8% |
| Q3 2013 | $12,560,000 | +47.2% | 242,983 | +37.6% | 0.25% | +25.8% |
| Q2 2013 | $8,534,000 | – | 176,577 | – | 0.20% | – |
Download | ||||||
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% |