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 | $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% | – |
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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% |