WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $247,000 | +11.8% | 5,283 | +4.8% | 0.02% | +20.0% |
| Q3 2021 | $221,000 | -47.9% | 5,043 | -46.6% | 0.02% | -6.2% |
| Q2 2021 | $424,000 | +94.5% | 9,442 | +97.5% | 0.02% | -11.1% |
| Q1 2021 | $218,000 | +7.9% | 4,781 | +0.1% | 0.02% | -5.3% |
| Q4 2020 | $202,000 | +6633.3% | 4,777 | +5871.2% | 0.02% | – |
| Q3 2018 | $3,000 | -97.1% | 80 | -96.7% | 0.00% | -100.0% |
| Q2 2018 | $104,000 | -9.6% | 2,415 | 0.0% | 0.02% | -20.0% |
| Q1 2018 | $115,000 | +4.5% | 2,415 | 0.0% | 0.02% | +11.1% |
| Q4 2017 | $110,000 | +8.9% | 2,415 | +2.3% | 0.02% | +5.9% |
| Q3 2017 | $101,000 | -45.4% | 2,360 | -50.0% | 0.02% | -64.6% |
| Q2 2017 | $185,000 | +1323.1% | 4,720 | +1403.2% | 0.05% | +1100.0% |
| Q1 2017 | $13,000 | +8.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 314 | 0.0% | 0.00% | -20.0% |
| Q3 2016 | $12,000 | +9.1% | 314 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 314 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $11,000 | -88.4% | 314 | -89.5% | 0.01% | -86.7% |
| Q4 2015 | $95,000 | +763.6% | 3,001 | +855.7% | 0.04% | +650.0% |
| Q3 2015 | $11,000 | -59.3% | 314 | -50.2% | 0.01% | -50.0% |
| Q2 2015 | $27,000 | +107.7% | 631 | +99.1% | 0.01% | +100.0% |
| Q1 2015 | $13,000 | 0.0% | 317 | +1.0% | 0.01% | 0.0% |
| Q4 2014 | $13,000 | – | 314 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |