WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,274,256 | -17.8% | 114,041 | -16.1% | 0.53% | -14.4% |
| Q2 2023 | $5,201,543 | -11.2% | 135,917 | -12.2% | 0.62% | -18.2% |
| Q1 2023 | $5,860,102 | -3.5% | 154,783 | -9.2% | 0.76% | -9.6% |
| Q4 2022 | $6,075,223 | -1.4% | 170,461 | -10.0% | 0.84% | -11.2% |
| Q3 2022 | $6,159,000 | -18.9% | 189,324 | -7.7% | 0.95% | -17.5% |
| Q2 2022 | $7,597,000 | -12.8% | 205,168 | +3.1% | 1.15% | -0.2% |
| Q1 2022 | $8,711,000 | +3.2% | 199,063 | +2.2% | 1.15% | +11.9% |
| Q4 2021 | $8,439,000 | +0.6% | 194,803 | +1.4% | 1.03% | -8.5% |
| Q3 2021 | $8,385,000 | -5.9% | 192,192 | -1.4% | 1.13% | -6.6% |
| Q2 2021 | $8,908,000 | +5.4% | 195,000 | +2.3% | 1.21% | -1.7% |
| Q1 2021 | $8,454,000 | +9.9% | 190,580 | +1.9% | 1.23% | -3.0% |
| Q4 2020 | $7,692,000 | +32.1% | 186,971 | +13.1% | 1.26% | +7.8% |
| Q3 2020 | $5,824,000 | +0.8% | 165,257 | +3.4% | 1.17% | -5.2% |
| Q2 2020 | $5,775,000 | +21.7% | 159,827 | +8.6% | 1.24% | +8.7% |
| Q1 2020 | $4,745,000 | +2.9% | 147,129 | +46.1% | 1.14% | +29.7% |
| Q4 2019 | $4,610,000 | +66.9% | 100,730 | +50.6% | 0.88% | +56.4% |
| Q3 2019 | $2,762,000 | +57.7% | 66,866 | +70.5% | 0.56% | +57.4% |
| Q2 2019 | $1,751,000 | +41.3% | 39,207 | +38.8% | 0.36% | +34.2% |
| Q1 2019 | $1,239,000 | +22.9% | 28,253 | +12.5% | 0.27% | +16.7% |
| Q4 2018 | $1,008,000 | -7.8% | 25,108 | -1.6% | 0.23% | -1.3% |
| Q2 2018 | $1,093,000 | -8.3% | 25,505 | +2.3% | 0.23% | -9.4% |
| Q1 2018 | $1,192,000 | +3.9% | 24,931 | -1.5% | 0.26% | +5.8% |
| Q4 2017 | $1,147,000 | +3.1% | 25,301 | -2.1% | 0.24% | -2.8% |
| Q3 2017 | $1,112,000 | +15.1% | 25,850 | +9.7% | 0.25% | +12.7% |
| Q2 2017 | $966,000 | +12.1% | 23,569 | +11.7% | 0.22% | +7.8% |
| Q1 2017 | $862,000 | +5.4% | 21,099 | -3.6% | 0.20% | +2.5% |
| Q4 2016 | $818,000 | +43.3% | 21,895 | +35.8% | 0.20% | +24.4% |
| Q2 2016 | $571,000 | +94.2% | 16,120 | +90.7% | 0.16% | +50.9% |
| Q1 2016 | $294,000 | -8.7% | 8,455 | -16.8% | 0.11% | -13.8% |
| Q4 2015 | $322,000 | -30.3% | 10,168 | -26.4% | 0.12% | -37.6% |
| Q3 2015 | $462,000 | +23.5% | 13,814 | +60.4% | 0.20% | +38.7% |
| Q2 2015 | $374,000 | +10.7% | 8,613 | +8.3% | 0.14% | +9.2% |
| Q1 2015 | $338,000 | +2.1% | 7,950 | +1.3% | 0.13% | -2.3% |
| Q4 2014 | $331,000 | -54.7% | 7,850 | -48.6% | 0.13% | -59.8% |
| Q3 2014 | $730,000 | -41.4% | 15,278 | -36.5% | 0.33% | -45.2% |
| Q2 2014 | $1,246,000 | -29.4% | 24,045 | -33.1% | 0.60% | -35.0% |
| Q1 2014 | $1,764,000 | -32.5% | 35,951 | -29.8% | 0.93% | -35.1% |
| Q4 2013 | $2,613,000 | +4.5% | 51,202 | +5.8% | 1.43% | -8.2% |
| Q3 2013 | $2,501,000 | +6.0% | 48,378 | -0.9% | 1.56% | -3.8% |
| Q2 2013 | $2,359,000 | – | 48,818 | – | 1.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |