WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,195 | -1.4% | 21,510 | +0.7% | 0.08% | 0.0% |
| Q2 2023 | $817,447 | +1.6% | 21,360 | +0.5% | 0.08% | -10.5% |
| Q1 2023 | $804,714 | +11.3% | 21,255 | +4.8% | 0.10% | +5.6% |
| Q4 2022 | $723,136 | +14.6% | 20,290 | +4.7% | 0.09% | +13.9% |
| Q3 2022 | $631,000 | -8.8% | 19,385 | +3.7% | 0.08% | -11.2% |
| Q2 2022 | $692,000 | -12.6% | 18,690 | +3.2% | 0.09% | +6.0% |
| Q1 2022 | $792,000 | +43.0% | 18,105 | +41.4% | 0.08% | +42.4% |
| Q4 2021 | $554,000 | +58.3% | 12,800 | +59.5% | 0.06% | +43.9% |
| Q3 2021 | $350,000 | +6.1% | 8,025 | +10.9% | 0.04% | +5.1% |
| Q2 2021 | $330,000 | +15.8% | 7,235 | +12.5% | 0.04% | +5.4% |
| Q1 2021 | $285,000 | +26.1% | 6,430 | +16.9% | 0.04% | +15.6% |
| Q4 2020 | $226,000 | +193.5% | 5,500 | +150.6% | 0.03% | +166.7% |
| Q3 2020 | $77,000 | +63.8% | 2,195 | +67.6% | 0.01% | +50.0% |
| Q2 2020 | $47,000 | +2250.0% | 1,310 | +3642.9% | 0.01% | +700.0% |
| Q2 2015 | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | -96.6% | 35 | -94.3% | 0.00% | -100.0% |
| Q3 2014 | $29,000 | – | 616 | – | 0.01% | – |
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% |