WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,407,668 | -5.8% | 37,558 | -3.8% | 0.12% | -5.6% |
Q2 2023 | $1,494,334 | -64.2% | 39,047 | -64.6% | 0.12% | -66.1% |
Q1 2023 | $4,173,621 | +10.6% | 110,238 | +4.1% | 0.37% | +1.1% |
Q4 2022 | $3,772,860 | +10.5% | 105,860 | +0.8% | 0.36% | +1.4% |
Q3 2022 | $3,415,000 | -1.0% | 104,984 | +12.7% | 0.36% | +0.3% |
Q2 2022 | $3,450,000 | -13.2% | 93,170 | +2.6% | 0.36% | -1.6% |
Q1 2022 | $3,976,000 | +50.2% | 90,842 | +48.7% | 0.36% | +56.0% |
Q4 2021 | $2,647,000 | +35.5% | 61,092 | +36.4% | 0.23% | +23.2% |
Q3 2021 | $1,954,000 | +6.2% | 44,775 | +11.1% | 0.19% | +2.7% |
Q2 2021 | $1,840,000 | +6.6% | 40,287 | -4.0% | 0.18% | -5.1% |
Q4 2020 | $1,726,000 | +69.4% | 41,958 | +48.8% | 0.20% | +4.3% |
Q2 2020 | $1,019,000 | +30.6% | 28,204 | +65.5% | 0.19% | +33.6% |
Q4 2019 | $780,000 | +14.7% | 17,037 | +3.5% | 0.14% | +5.3% |
Q3 2019 | $680,000 | +36.8% | 16,468 | +48.0% | 0.13% | +37.1% |
Q2 2019 | $497,000 | +9.0% | 11,125 | +6.9% | 0.10% | +4.3% |
Q1 2019 | $456,000 | +12.3% | 10,405 | +2.9% | 0.09% | +4.5% |
Q4 2018 | $406,000 | -9.6% | 10,116 | -1.5% | 0.09% | -6.3% |
Q3 2018 | $449,000 | +69.4% | 10,273 | +66.4% | 0.10% | +18.8% |
Q2 2018 | $265,000 | -46.1% | 6,173 | -40.0% | 0.08% | -26.6% |
Q1 2018 | $492,000 | +46.4% | 10,292 | +38.8% | 0.11% | +45.3% |
Q4 2017 | $336,000 | +2.1% | 7,414 | -3.0% | 0.08% | -2.6% |
Q3 2017 | $329,000 | +14.2% | 7,645 | +8.7% | 0.08% | +8.5% |
Q2 2017 | $288,000 | +15.2% | 7,032 | +14.9% | 0.07% | +9.2% |
Q1 2017 | $250,000 | -14.1% | 6,118 | -21.5% | 0.06% | -18.8% |
Q4 2016 | $291,000 | -7.9% | 7,797 | -7.2% | 0.08% | -11.1% |
Q3 2016 | $316,000 | +9.3% | 8,402 | +3.1% | 0.09% | +13.9% |
Q2 2016 | $289,000 | -35.1% | 8,153 | -36.2% | 0.08% | -34.7% |
Q1 2016 | $445,000 | +77.3% | 12,778 | +61.0% | 0.12% | +86.2% |
Q4 2015 | $251,000 | -16.3% | 7,935 | -11.5% | 0.06% | -16.7% |
Q3 2015 | $300,000 | -48.1% | 8,970 | -32.7% | 0.08% | -50.0% |
Q2 2015 | $578,000 | +47.8% | 13,326 | +44.7% | 0.16% | +60.8% |
Q1 2015 | $391,000 | +42.2% | 9,211 | +41.1% | 0.10% | +31.1% |
Q4 2014 | $275,000 | -19.4% | 6,530 | -8.4% | 0.07% | -28.2% |
Q3 2014 | $341,000 | -12.1% | 7,128 | -4.8% | 0.10% | -25.4% |
Q2 2014 | $388,000 | +1.0% | 7,490 | -4.3% | 0.14% | -15.3% |
Q1 2014 | $384,000 | +12.3% | 7,830 | +16.9% | 0.16% | -16.8% |
Q4 2013 | $342,000 | +0.3% | 6,698 | +1.7% | 0.20% | -1.5% |
Q3 2013 | $341,000 | +10.7% | 6,589 | +3.4% | 0.20% | +17.1% |
Q2 2013 | $308,000 | – | 6,373 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |