WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 232 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $356,000 | +9.5% | 8,643 | -6.2% | 0.14% | 0.0% |
Q3 2020 | $325,000 | -2.7% | 9,213 | -0.3% | 0.14% | -10.0% |
Q2 2020 | $334,000 | +10.2% | 9,243 | -1.7% | 0.15% | -5.7% |
Q1 2020 | $303,000 | -26.1% | 9,403 | +5.1% | 0.16% | -7.6% |
Q4 2019 | $410,000 | +11.4% | 8,948 | +0.5% | 0.17% | +4.9% |
Q3 2019 | $368,000 | -7.3% | 8,903 | +0.2% | 0.16% | -13.2% |
Q2 2019 | $397,000 | -29.2% | 8,889 | -30.5% | 0.19% | -22.9% |
Q1 2019 | $561,000 | +9.6% | 12,784 | +0.2% | 0.24% | -0.8% |
Q4 2018 | $512,000 | -2.3% | 12,758 | +6.2% | 0.25% | +5.6% |
Q3 2018 | $524,000 | +2.9% | 12,009 | +1.1% | 0.23% | -3.3% |
Q2 2018 | $509,000 | -9.9% | 11,874 | +0.6% | 0.24% | -10.7% |
Q1 2018 | $565,000 | -48.0% | 11,807 | -50.7% | 0.27% | -8.4% |
Q4 2017 | $1,086,000 | +112.1% | 23,942 | +100.8% | 0.30% | +14.3% |
Q3 2017 | $512,000 | -44.8% | 11,925 | -47.3% | 0.26% | +1.6% |
Q2 2017 | $928,000 | +0.5% | 22,645 | +0.2% | 0.26% | -0.8% |
Q1 2017 | $923,000 | +15.5% | 22,605 | +5.7% | 0.26% | +24.8% |
Q4 2016 | $799,000 | -0.7% | 21,388 | -0.2% | 0.21% | -3.7% |
Q3 2016 | $805,000 | +92.6% | 21,431 | +81.7% | 0.21% | +23.0% |
Q2 2016 | $418,000 | -5.6% | 11,794 | -7.3% | 0.17% | -8.4% |
Q1 2016 | $443,000 | +13.3% | 12,727 | +3.0% | 0.19% | +11.1% |
Q4 2015 | $391,000 | -12.7% | 12,354 | -7.7% | 0.17% | -15.3% |
Q3 2015 | $448,000 | -21.3% | 13,381 | -0.1% | 0.20% | -14.4% |
Q2 2015 | $569,000 | 0.0% | 13,400 | 0.0% | 0.24% | 0.0% |
Q1 2015 | $569,000 | +34.2% | 13,400 | +33.2% | 0.24% | +23.6% |
Q4 2014 | $424,000 | +15.8% | 10,062 | +31.5% | 0.19% | +7.9% |
Q3 2014 | $366,000 | +5.2% | 7,650 | +14.0% | 0.18% | +14.2% |
Q2 2014 | $348,000 | -5.7% | 6,709 | -10.8% | 0.16% | -9.9% |
Q1 2014 | $369,000 | +11.5% | 7,522 | +16.1% | 0.17% | +14.7% |
Q4 2013 | $331,000 | +7.1% | 6,478 | +8.3% | 0.15% | -23.5% |
Q3 2013 | $309,000 | -47.9% | 5,979 | -51.3% | 0.20% | -59.2% |
Q2 2013 | $593,000 | – | 12,269 | – | 0.48% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
Surevest, LLC | 68,897 | $2,766,000 | 2.18% |