WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $950,870 | -12.4% | 25,370 | -10.6% | 0.91% | +33.5% |
| Q2 2023 | $1,085,684 | -9.5% | 28,369 | -10.5% | 0.68% | -18.4% |
| Q1 2023 | $1,199,415 | -4.3% | 31,680 | -9.9% | 0.84% | -9.9% |
| Q4 2022 | $1,252,875 | -4.5% | 35,154 | -12.8% | 0.93% | -24.9% |
| Q3 2022 | $1,312,000 | -15.5% | 40,331 | -3.8% | 1.24% | +32.4% |
| Q2 2022 | $1,552,000 | -19.5% | 41,905 | -4.9% | 0.93% | -2.6% |
| Q1 2022 | $1,927,000 | -2.0% | 44,042 | -3.0% | 0.96% | +21.0% |
| Q4 2021 | $1,966,000 | +12.5% | 45,382 | +13.4% | 0.79% | -11.6% |
| Q3 2021 | $1,747,000 | -19.2% | 40,036 | -15.4% | 0.90% | +2.8% |
| Q2 2021 | $2,161,000 | -0.6% | 47,304 | -3.4% | 0.87% | -3.3% |
| Q1 2021 | $2,173,000 | +30.7% | 48,983 | +21.3% | 0.90% | +3.8% |
| Q4 2020 | $1,662,000 | +26.1% | 40,389 | +8.0% | 0.87% | +5.5% |
| Q3 2020 | $1,318,000 | +3.0% | 37,396 | +5.6% | 0.82% | +0.1% |
| Q2 2020 | $1,280,000 | +5.9% | 35,424 | -5.5% | 0.82% | +22.5% |
| Q1 2020 | $1,209,000 | -10.4% | 37,482 | +27.2% | 0.67% | +18.5% |
| Q4 2019 | $1,349,000 | +12.3% | 29,475 | +1.4% | 0.57% | -0.2% |
| Q3 2019 | $1,201,000 | -53.1% | 29,075 | -49.3% | 0.57% | -46.4% |
| Q2 2019 | $2,560,000 | -4.3% | 57,313 | -6.1% | 1.06% | -5.2% |
| Q1 2019 | $2,676,000 | +3.3% | 61,047 | -5.4% | 1.12% | -7.5% |
| Q4 2018 | $2,591,000 | +9.0% | 64,532 | +18.6% | 1.21% | +12.8% |
| Q3 2018 | $2,377,000 | -2.7% | 54,423 | -4.5% | 1.07% | +3.0% |
| Q2 2018 | $2,442,000 | -38.2% | 56,961 | -31.1% | 1.04% | -43.6% |
| Q1 2018 | $3,954,000 | -1.2% | 82,666 | -6.4% | 1.84% | -2.5% |
| Q4 2017 | $4,003,000 | +4.2% | 88,276 | -1.2% | 1.89% | +1.8% |
| Q3 2017 | $3,843,000 | +8.5% | 89,369 | +3.4% | 1.86% | +6.1% |
| Q2 2017 | $3,543,000 | +2.8% | 86,432 | +2.5% | 1.75% | +4.3% |
| Q1 2017 | $3,445,000 | +11.7% | 84,332 | +2.1% | 1.68% | +4.3% |
| Q4 2016 | $3,084,000 | +5.8% | 82,584 | +6.4% | 1.61% | +2.9% |
| Q3 2016 | $2,915,000 | +6.2% | 77,599 | +0.1% | 1.56% | -2.2% |
| Q2 2016 | $2,745,000 | +8.6% | 77,492 | +6.8% | 1.60% | +3.2% |
| Q1 2016 | $2,528,000 | +10.9% | 72,584 | +0.7% | 1.55% | +6.9% |
| Q4 2015 | $2,280,000 | +9.6% | 72,073 | +16.0% | 1.45% | +3.9% |
| Q3 2015 | $2,080,000 | -18.4% | 62,116 | +5.9% | 1.40% | -5.0% |
| Q2 2015 | $2,548,000 | +13.6% | 58,670 | +11.2% | 1.47% | +12.5% |
| Q1 2015 | $2,243,000 | +6.9% | 52,767 | +6.1% | 1.31% | +8.2% |
| Q4 2014 | $2,098,000 | -6.3% | 49,753 | +6.1% | 1.21% | -7.3% |
| Q3 2014 | $2,240,000 | -0.9% | 46,873 | +7.5% | 1.30% | -10.6% |
| Q2 2014 | $2,261,000 | +13.8% | 43,622 | +7.7% | 1.46% | +8.6% |
| Q1 2014 | $1,987,000 | -23.5% | 40,489 | -20.5% | 1.34% | -20.0% |
| Q4 2013 | $2,599,000 | +53.0% | 50,923 | +55.0% | 1.68% | +34.7% |
| Q3 2013 | $1,699,000 | +21.2% | 32,863 | +13.3% | 1.24% | +16.8% |
| Q2 2013 | $1,402,000 | – | 29,009 | – | 1.07% | – |
Download | ||||||
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% |