WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,770 | -1.7% | 1,728 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $65,893 | +1.3% | 1,722 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $65,036 | +6.3% | 1,718 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $61,202 | +9.3% | 1,717 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $56,000 | -39.1% | 1,715 | -30.9% | 0.01% | -40.0% |
| Q2 2022 | $92,000 | -14.8% | 2,481 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $108,000 | +1.9% | 2,462 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $106,000 | 0.0% | 2,453 | +0.6% | 0.01% | -9.1% |
| Q3 2021 | $106,000 | -15.2% | 2,438 | -10.7% | 0.01% | -42.1% |
| Q2 2021 | $125,000 | +3.3% | 2,730 | +0.4% | 0.02% | -24.0% |
| Q1 2021 | $121,000 | -16.0% | 2,718 | -22.2% | 0.02% | -16.7% |
| Q4 2020 | $144,000 | +22.0% | 3,492 | +4.2% | 0.03% | +7.1% |
| Q3 2020 | $118,000 | -1.7% | 3,352 | +0.7% | 0.03% | -9.7% |
| Q2 2020 | $120,000 | +12.1% | 3,328 | +0.3% | 0.03% | -3.1% |
| Q1 2020 | $107,000 | -29.6% | 3,317 | 0.0% | 0.03% | -13.5% |
| Q4 2019 | $152,000 | +12.6% | 3,317 | +1.2% | 0.04% | +8.8% |
| Q3 2019 | $135,000 | -6.9% | 3,279 | +1.0% | 0.03% | -8.1% |
| Q2 2019 | $145,000 | +1.4% | 3,247 | -0.5% | 0.04% | 0.0% |
| Q1 2019 | $143,000 | +9.2% | 3,264 | 0.0% | 0.04% | +5.7% |
| Q4 2018 | $131,000 | +1.6% | 3,264 | +10.4% | 0.04% | +6.1% |
| Q3 2018 | $129,000 | +1.6% | 2,956 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $127,000 | -9.9% | 2,956 | +0.3% | 0.03% | -10.8% |
| Q1 2018 | $141,000 | +6.0% | 2,948 | +0.2% | 0.04% | +12.1% |
| Q4 2017 | $133,000 | -21.8% | 2,943 | -25.4% | 0.03% | -25.0% |
| Q3 2017 | $170,000 | -22.4% | 3,946 | -26.1% | 0.04% | -26.7% |
| Q2 2017 | $219,000 | -66.9% | 5,338 | -69.9% | 0.06% | -66.5% |
| Q1 2017 | $662,000 | 0.0% | 17,735 | 0.0% | 0.18% | 0.0% |
| Q4 2016 | $662,000 | -39.8% | 17,735 | -39.4% | 0.18% | -43.0% |
| Q3 2016 | $1,099,000 | -22.4% | 29,260 | -26.8% | 0.31% | -19.7% |
| Q2 2016 | $1,416,000 | -14.4% | 39,982 | -15.9% | 0.39% | -19.9% |
| Q1 2016 | $1,655,000 | +10.9% | 47,517 | +0.8% | 0.49% | +13.5% |
| Q4 2015 | $1,492,000 | -8.1% | 47,158 | -2.8% | 0.43% | -39.9% |
| Q3 2015 | $1,624,000 | -20.5% | 48,498 | +3.1% | 0.72% | -31.8% |
| Q2 2015 | $2,044,000 | +0.0% | 47,057 | -2.1% | 1.05% | +9.5% |
| Q1 2015 | $2,043,000 | +7.0% | 48,064 | +6.2% | 0.96% | +216.2% |
| Q4 2014 | $1,909,000 | -9.3% | 45,278 | +2.8% | 0.30% | -17.7% |
| Q3 2014 | $2,105,000 | -13.1% | 44,056 | -5.7% | 0.37% | -16.9% |
| Q2 2014 | $2,421,000 | -99.9% | 46,703 | -26.4% | 0.44% | -74.3% |
| Q1 2014 | $3,115,152,000 | +70795.6% | 63,484 | -26.3% | 1.73% | -9.8% |
| Q4 2013 | $4,394,000 | +2.8% | 86,102 | +4.2% | 1.91% | -4.1% |
| Q3 2013 | $4,273,000 | -99.9% | 82,664 | +14.3% | 2.00% | +13.7% |
| Q2 2013 | $3,495,904,000 | – | 72,334 | – | 1.76% | – |
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% |