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 | $890,421 | -2.0% | 23,757 | +3.6% | 0.01% | 0.0% |
| Q2 2023 | $908,418 | +18.5% | 22,922 | +13.2% | 0.01% | +14.3% |
| Q1 2023 | $766,511 | +75.4% | 20,246 | +50.7% | 0.01% | +40.0% |
| Q3 2022 | $437,000 | -8.6% | 13,437 | +4.2% | 0.01% | +25.0% |
| Q2 2022 | $478,000 | -12.1% | 12,901 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $544,000 | +33.7% | 12,427 | +32.1% | 0.00% | +33.3% |
| Q4 2021 | $407,000 | -3.3% | 9,405 | -2.5% | 0.00% | 0.0% |
| Q3 2021 | $421,000 | -14.3% | 9,649 | -10.2% | 0.00% | -25.0% |
| Q2 2021 | $491,000 | -7.7% | 10,744 | -10.4% | 0.00% | -20.0% |
| Q1 2021 | $532,000 | -39.3% | 11,988 | -43.7% | 0.01% | -44.4% |
| Q4 2020 | $876,000 | -39.5% | 21,290 | -47.6% | 0.01% | -52.6% |
| Q3 2020 | $1,449,000 | +1.7% | 40,619 | +3.0% | 0.02% | -5.0% |
| Q2 2020 | $1,425,000 | +64.5% | 39,437 | +46.8% | 0.02% | +25.0% |
| Q1 2020 | $866,000 | -78.8% | 26,873 | -69.9% | 0.02% | -74.6% |
| Q4 2019 | $4,083,000 | +17.1% | 89,204 | +10.4% | 0.06% | +16.7% |
| Q3 2019 | $3,487,000 | +82.2% | 80,832 | +88.6% | 0.05% | +54.3% |
| Q2 2019 | $1,914,000 | +86.4% | 42,866 | +82.9% | 0.04% | +75.0% |
| Q1 2019 | $1,027,000 | +8.8% | 23,431 | -0.3% | 0.02% | -13.0% |
| Q4 2018 | $944,000 | -10.8% | 23,509 | -3.0% | 0.02% | +4.5% |
| Q3 2018 | $1,058,000 | +231.7% | 24,227 | +223.2% | 0.02% | +340.0% |
| Q2 2018 | $319,000 | -62.7% | 7,496 | -58.1% | 0.01% | -84.8% |
| Q1 2018 | $855,000 | +91.7% | 17,890 | +87.9% | 0.03% | +73.7% |
| Q4 2017 | $446,000 | -44.0% | 9,519 | -48.2% | 0.02% | -5.0% |
| Q3 2017 | $797,000 | +20.0% | 18,386 | +13.0% | 0.02% | +11.1% |
| Q2 2017 | $664,000 | +16.5% | 16,277 | +17.0% | 0.02% | +12.5% |
| Q1 2017 | $570,000 | -49.0% | 13,907 | -51.9% | 0.02% | -56.8% |
| Q4 2016 | $1,118,000 | +10.9% | 28,923 | +7.2% | 0.04% | -9.8% |
| Q3 2016 | $1,008,000 | +6.1% | 26,970 | -0.2% | 0.04% | +7.9% |
| Q2 2016 | $950,000 | -5.9% | 27,018 | -6.8% | 0.04% | -22.4% |
| Q1 2016 | $1,010,000 | -11.6% | 29,000 | -19.7% | 0.05% | -10.9% |
| Q4 2015 | $1,142,000 | -9.9% | 36,106 | -4.6% | 0.06% | -21.4% |
| Q3 2015 | $1,267,000 | -34.9% | 37,832 | -15.6% | 0.07% | -23.9% |
| Q2 2015 | $1,946,000 | +19.2% | 44,806 | +16.6% | 0.09% | -2.1% |
| Q1 2015 | $1,633,000 | +1.4% | 38,425 | +0.6% | 0.09% | -9.6% |
| Q4 2014 | $1,610,000 | -28.7% | 38,193 | -19.2% | 0.10% | -33.3% |
| Q3 2014 | $2,259,000 | -3.4% | 47,280 | +4.8% | 0.16% | -22.4% |
| Q2 2014 | $2,339,000 | +35.9% | 45,114 | +28.6% | 0.20% | +11.0% |
| Q1 2014 | $1,721,000 | +94.5% | 35,081 | +102.4% | 0.18% | +82.8% |
| Q4 2013 | $885,000 | – | 17,335 | – | 0.10% | – |
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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% |